Assistant Manager / Manager - Business Development
On-siteBengaluru, Karnataka, India
Job Summary
Acquire and grow a book of HNI, Ultra-HNI, and Institutional investors for PMS and AIF offerings by building partnerships with Wealth Management Firms, IFAs, RIAs, and Family Offices. Drive net sales and AUM growth while maintaining accurate pipeline discipline in the CRM and operating fully within regulatory guidelines. Develop deep, long-term relationships rooted in a client-centric advisory approach, staying sharp on markets, equity landscapes, and peer products to bring that perspective into client conversations. Lead periodic roadshows, webinars, and investor education sessions to support business expansion.
Required Qualifications
- 3–7 years of experience in PMS/AIF sales or distribution—ideally within an AMC, wealth management firm, or registered investment advisor
- Strong existing relationships with distribution channels and client segments
- Deep familiarity with capital markets, PMS/AIF product structures, regulatory environment, and investor segmentation
- Stellar interpersonal, negotiation, presentation, and communication skills
- academic credentials of B. Com or MBA in Commerce or Marketing
- Self-motivated, target-driven, and entrepreneurial mindset
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