Manager / Senior Manager - Business Development
On-siteMumbai, Maharashtra, India
Mumbai, Maharashtra, IndiaOn-siteFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Acquire and grow a book of HNI, Ultra-HNI, and Institutional investors for PMS and AIF offerings while building partnerships with Wealth Management firms, IFAs, and Family Offices. Drive net sales and AUM growth by maintaining accurate pipeline discipline in the CRM and operating fully within regulatory guidelines. Develop deep, long-term relationships rooted in a client-centric approach, staying sharp on markets, equity landscapes, and regulations to bring perspective into client conversations. Lead periodic roadshows and investor education sessions to support business expansion.
Required Qualifications
- 7–10 years of experience in sales or distribution of similar products — PMS, AIF, SIF, Mutual Funds or other wealth/investment solutions
- Ideally within an AMC, wealth management firm or registered investment advisor
- Demonstrable track record of acquiring and growing relationships with HNI/UHNI clients, family offices, distributors or institutions
- Strong, genuine understanding of capital markets and equities — not surface-level product talk
- Stellar interpersonal, negotiation, presentation, and communication skills
- High ownership, integrity with the maturity to operate independently in a target-driven environment
- A genuine client-centric approach — puts suitability and trust ahead of the quick sale
- Graduate / Postgraduate in Finance, Commerce, Business, or a related field
- MBA / CFA / CA
- NISM certifications relevant to PMS/AIF distribution
- Willingness to obtain required certifications if not already held
Desired Qualifications
- Ideally within an AMC, wealth management firm or registered investment advisor
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