Experience

3 – 6 years of experience in one or more of the following:

* Client Acquisition / Business Development in Wealth Management or Asset Management

* Relationship Management for HNI / UHNI clients at a PMS, AIF, or Mutual Fund

* Investor Relations at a Fund House, PMS Provider, or Family Office

* Sales of financial products (PMS, Mutual Funds, Bonds, AIFs) to high-net-worth individuals

Professional Qualification

* MBA in Finance, Marketing, or a related field (preferred)

* NISM Series V-A (Mutual Fund Distributor) or NISM PMS certification (desirable)

* CFA / CFP qualification will be an added advantage

Role

* Identify, prospect, and onboard HNI / UHNI clients for ValPro’s 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 for

prospective clients

* Manage end-to-end client onboarding — documentation, KYC, account opening, and fund transfer

coordination

* Build and nurture a strong pipeline through referrals, networking, events, and existing

relationships

* Represent ValPro at investor summits, wealth conclaves, seminars, and industry forums to

generate leads and build brand presence

* Coordinate with the portfolio management and research team to stay current on fund performance

and market positioning

* Maintain detailed records of client interactions, leads, and pipeline status

Skill Sets

The candidate should possess the following:

* Solid understanding of PMS, AIF, and wealth management products, SEBI PMS regulations,

and the competitive landscape





* Ability to clearly articulate ValPro’s PMS investment philosophy and differentiate it in client

conversations

* Proven ability to build and manage relationships with HNI / UHNI investors, family offices, and

institutional clients

* Excellent verbal and written communication skills — able to tailor message to varied audience

profiles

* Commercially driven with a results-oriented mindset and demonstrated ability to close

* Self-starter who can manage a pipeline independently with minimal supervision

* Proficiency in MS Office — Excel for performance reporting, PowerPoint for client presentations,

Word for proposals

* High integrity and strict adherence to compliance norms in all client interactions

Prior Exposure (Client-Facing Preferred)

* Portfolio Management Services (PMS) Sales or Distribution

* Alternative Investment Funds (AIF) — Category II / III

* Wealth Management at a Bank, Broking House, or Independent Wealth Firm

* Investor Relations at an Asset Management Company (AMC)

* Family Office Advisory

Personality

* Decent, professional, and well-presented — inspires trust with sophisticated investors

* Passionate about capital markets and delivering value to clients

* High degree of self-motivation with a hunger to grow a client book

* Takes complete ownership of the client relationship from first meeting to fund receipt

* Strives for excellence and continuous self-development

* Creative thinker who brings fresh ideas to client engagement and outreach

* Fluent verbal communicator; comfortable engaging in both English and Hindi with diverse client

profiles

📌 Business Development Manager - Wealth Management (Mumbai)
🏢 Happiest Resume
📍 Mumbai