Business Development Manager / Private Wealth / AIF & PMS Sales

Haridwarbn

Mumbai

On-site

INR 1,200,000 - 1,800,000

Full time

12 days ago
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Job summary

Haridwarbn in Mumbai seeks a Business Development Manager specializing in Private Wealth, AIF and PMS sales to drive growth with UHNI clients. The role involves creating pitch books, preparing investor presentations, coordinating with distributors, and marketing funds through private wealth networks.

The ideal candidate has up to 4 years of experience in wealth management, private equity structures, and fund products.

Qualifications

  • Experience with PMS/UHBI/PE/AIF/PMS/NBFC vehicles and understanding of legal & tax frameworks.

Responsibilities

  • Prepare pitch books and investor presentations for UHNI clients.
  • Coordinate with distributors to facilitate fund sales.
  • Market funds to high-net-worth individuals and RIAs.
  • Prepare MIS reports for management review.
  • Manage relationships with UHNI clients and strategic partners.

Skills

Investor relations
PE
AMC
PMS
Investment banking
Pitch books
AIF
Real estate funds
Distributor coordination
Fund marketing

Job description

# Business Development Manager / Private Wealth / AIF & PMS SalesFreelancer1 week ago* Job Details* Key Skills* Recruiter Details* Company Details#### Key Highlights* 0 to 4 Yrs* Not Disclosed* Mumbai City##### Job DescriptionInvestor Relations Analyst required for PE, AIF, AMC, Real Estate Funds & PMS, Investment Banking. Role includes pitch books, investor presentations, distributor coordination, fund marketing, MIS reporting and relationship management to UHNI.Required Candidate profileWealth Managers' profile for financial services & wealth listed firm. Experience of PMS/UHBI/PE/AIF/PMS/NBFC vehicles, legal & tax frameworks. .###### Other Details* Industry**BFSI*** Recruiter Details**Freelancer*** Job Tags**business development*** Job Type**Full time**SKILLS* Investor Relations* PE* AMC* PMS* Investment Banking* Pitch Books* AIF* Real Estate Funds* Distributor Coordination* Fund Marketing
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