Senior Business Strategist – Advisory & Growth

Vertical - Family office Location: Mumbai

Function: Advisory, Business Strategy & Client Partnerships The Mandate

Aurum Ventures is looking for a senior, entrepreneurial skilled who can transform knowledge, insight and relationships into meaningful business opportunities.

This is not a conventional product-sales position. The individual will engage with HNIs, business families, founders and professional intermediaries through informed conversations, understanding their financial complexities before presenting an advisory-led solution.

The mandate is simple: Do not sell a product. Demonstrate perspective, build conviction and earn the relationship. Key Responsibilities

Originate and develop relationships with HNIs, UHNIs, founders, business families and strategic intermediaries.

Lead consultative conversations around family wealth, portfolio construction, global diversification and intergenerational objectives.

Understand a prospect’s broader financial landscape before recommending the appropriate Aurum Ventures advisory framework.

Convert market knowledge and investment insights into compelling client conversations and business opportunities.

Build and manage a strong opportunity pipeline with clear ownership from first interaction through onboarding.

Develop long-term partnerships with private bankers, wealth managers, chartered accountants, lawyers, family-office professionals and other centres of influence.

Work closely with the Founder and advisory team to translate client requirements into relevant, well-structured solutions.

Represent Aurum Ventures at client forums, industry gatherings and knowledge-led engagements.

Contribute entrepreneurial ideas toward new markets, partnerships, propositions and avenues for sustainable growth.





Take ownership of commercial outcomes while protecting the firm’s advisory integrity and fiduciary positioning.

Who We Are Looking For A senior business-development or wealth-advisory professional with experience engaging affluent and sophisticated clients.

Someone intellectually curious, commercially sharp and comfortable discussing markets, businesses and family wealth.

A relationship builder who earns trust through knowledge and clarity - not aggressive selling.

An entrepreneurial thinker who can create opportunities rather than wait for assigned leads.

A persuasive communicator capable of simplifying complex financial ideas.

A self-driven professional with the maturity to operate independently and the discipline to remain accountable for outcomes.

Someone who views business development as the creation of lasting institutional relationships not merely the closure of transactions.

What Success Looks

Like

Success in this role will not be measured only by the revenue generated. It will also be reflected in:

The quality and longevity of relationships created.

The depth of the opportunity pipeline developed.

The ability to position Aurum Ventures as a trusted thinking partner.

The conversion of informed conversations into advisory mandates.

The creation of scalable and sustainable channels of growth.

Why Aurum Ventures?

Aurum Ventures is building a boutique Multi-Family Office rooted in independent thinking, fiduciary responsibility and the belief that sophisticated families require advice not another product catalogue.

This role offers the opportunity to work closely with the Founder, influence the firm’s growth strategy and participate in building an institution from an early stage.

We are seeking someone who does not merely want to join a growing organisation but has the vision and ownership mindset to help shape one.

At Aurum

Ventures, we do not sell financial products. We bring perspective to wealth and allow knowledge to earn the relationship.

📌 Senior Business Strategist - Advisory & Growth (Mumbai)
🏢 Aurum Ventures Family Office
📍 Mumbai