Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Kolkata District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring a Business Development Manager for their Portfolio Management Services (PMS) offering.

The role focuses on client acquisition, onboarding and AUM growth by engaging HNI and UHNI clients, presenting PMS strategies, and converting leads into signed mandates. The candidate will coordinate KYC and account opening, build a strong referral pipeline, and represent the firm at industry forums while staying updated on fund performance and market

Qualifications

• 3–6 years of experience in client acquisition, business development or wealth management.
• Experience with HNI/UHNI clients, PMS/AIF, or mutual funds is preferred.
• Strong knowledge of PMS products, SEBI PMS regulations and market landscape.

Responsibilities

• Identify, prospect and onboard HNI/UHNI clients for PMS offerings.
• Meet clients, present investment philosophy and convert leads into mandates.
• Prepare tailored investment proposals, pitch decks and information memoranda.
• Manage end-to-end onboarding including KYC, account opening and fund transfer coordination.
• Build and nurture a pipeline through referrals, events and relationships.
• Represent the firm at investor events and industry forums.
• Coordinate with portfolio management and research on fund performance and positioning.
• Maintain records of client interactions, leads and pipeline status.

Skills

Client acquisition

Relationship management

Wealth management

PMS/AIF product knowledge

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