Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Business Development Manager for its Portfolio Management Services division to drive client acquisition and AUM growth in the Indian market.

The role targets HNI/UHNI clients, requiring deep knowledge of PMS products and SEBI PMS regulations, with a focus on building a robust pipeline and converting leads into signed mandates.

Qualifications

• 3–6 years in client acquisition or business development in wealth/asset management.
• Relationship management for HNI/UHNI clients at PMS, AIF or mutual funds.
• Experience in investor relations at a fund house or PMS provider.
• Sales of PMS, mutual funds, bonds and AIFs to high-net-worth individuals.

Responsibilities

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

Skills

Client acquisition

Business development

Wealth management

Relationship management

Investor relations

Sales of financial products

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