Family Office Business Development Research map and target top 200 Indian family offices across metros and emerging wealth centers Build relationships with family office CIOs investment committees and next-generation family members Present Fintegic s AI-powered investment platform and research capabilities to institutional decision makers Navigate complex family dynamics and multi-stakeholder decision processes Close high-value mandates ranging from 20-100 Crores AUM per relationship Develop tailored solutions for generational wealth transfer and portfolio management needs What We re Looking ForEssential Qualifications 8-15 years experience in wealth management private banking or family office services Proven track record of institutional sales with 100 Crore AUM closures Existing network of family office contacts and AMC relationships in Mumbai Delhi financial circles Deep understanding of alternative investments PMS AIF hedge funds real estate funds Strong presentation skills with ability to articulate complex investment strategies to sophisticated investors Preferred Background Previous experience at HDFC Private Kotak Private ICICI Private Bank or similar institutions Family office experience either as an employee or service provider AMC business development background with institutional client management CFA MBA Finance or equivalent professional qualification Experience with AI technology-driven investment platforms bonus Personal Attributes Exceptional relationship-building and networking abilities Results-driven with strong commercial acumen Comfortable with high-net-worth and ultra-high-net-worth client interactions Entrepreneurial mindset with ability to thrive in a fast-growth workplace Excellent communication skills in English and Hindi Willingness to travel extensively across India Job Types Full-time Permanent Pay 1 200 000 00 - 1 696 768 58 per year Schedule Day shift Supplemental Pay Performance bonus Application Question s Marketing Experience Work Location In person

📌 Institutional Business Development Director (Haldwani)
🏢 Fintegic Investments
📍 Haldwani