Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Khordha; On-site; INR 600,000 - 900,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Odisha seeks a Business Development Manager to drive client acquisition and AUM growth for its Portfolio Management Services.

You will identify HNI/UHNI clients, conduct meetings to present PMS philosophy, onboard clients, and coordinate with PMS teams to deliver tailored proposals and information memos, while building a strong sales pipeline and representing the firm at industry events.

Qualifications

• 3–6 years of experience in client acquisition or business development in wealth or asset management.
• Experience with HNI/UHNI client relationships in PMS, AIF, mutual funds, or family offices.
• Strong understanding of PMS products, SEBI PMS regulations, and competitive landscape.
• Proven ability to build and manage a sales pipeline and close mandates.

Responsibilities

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering.
• Conduct client meetings, present PMS investment philosophy and strategy, and convert leads into signed mandates.
• Prepare and deliver tailored investment proposals, pitch decks and information memoranda.
• Manage end-to-end client onboarding including documentation, KYC, account opening and fund transfer coordination.
• Build and nurture a pipeline through referrals, networking, events and existing relationships.
• Represent the firm at investor summits, wealth conclaves, seminars and industry forums.
• Coordinate with portfolio management and research to stay current on fund performance and market positioning.
• Maintain detailed records of client interactions, leads and pipeline status.

Job description

A Portfolio Management Services division is hiring a Business Development Manager for client acquisition and AUM growth.

Key responsibilities:

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering
• Conduct client meetings, present the PMS investment philosophy and strategy, and convert leads into signed mandates
• Prepare and deliver tailored investment proposals, pitch decks and information memoranda
• Manage end-to-end client onboarding including documentation, KYC, account opening and fund transfer coordination
• Build and nurture a pipeline through referrals, networking, events and existing relationships
• Represent the firm at investor summits, wealth conclaves, seminars and industry forums
• Coordinate with portfolio management and research to stay current on fund performance and market positioning
• Maintain detailed records of client interactions, leads and pipeline status

Candidate profile: 3-6 years across one or more of client acquisition or business development in wealth or asset management; relationship management for HNI and UHNI clients at a PMS, AIF or mutual fund; investor relations at a fund house, PMS provider or family office; or sales of financial products including PMS, mutual funds, bonds and AIFs to high-net-worth individuals. Strong understanding of PMS and AIF products, SEBI PMS regulations and the competitive landscape