Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring a Business Development Manager for the Portfolio Management Services division, focusing on client acquisition and AUM growth.

The role requires engaging HNI and UHNI clients, presenting PMS strategies, and converting leads into signed mandates. Responsibilities include end-to-end onboarding, tailored proposals, and building a robust pipeline through referrals and events, while coordinating with PM and research teams to stay current on fund

Qualifications

• 3–6 years of experience in wealth or asset management.
• Experience in client acquisition for high-net-worth individuals.
• Knowledge of PMS, AIF, and SEBI PMS regulations.

Responsibilities

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering.
• Conduct client meetings, present 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.

Skills

Client acquisition

Business development

Wealth management

Relationship management

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