Kalpvriksh Global is into wealth solutions spanning mutual funds, PMS and AIFs across India and global markets. We serve HNI families across India and overseas. We are AMFI registered and our work covers mutual fund distribution, financial planning, portfolio construction and tax advisory.
The practice was founded by a Chartered Accountant and Chartered Wealth Manager with 23 years in corporate finance, most recently as Finance Director at Unilever across India and the Middle East.
We are deliberately small. Every client is known by name, and we aim to build everlasting relationships with our clients. Clients come to us for protecting and building wealth across generations, and the entire practice is set up around that.
About the role
This is the first Business Development hire at Kalpvriksh Global. You will own how the practice grows: finding the right clients, getting our thinking in front of the people who should hear it, and building the systems that let all of it scale.
Because this is an early hire at a growing firm, the role is broad by design.
You will not be handed a lead list and a script. You will be given ownership, direct access to the founder, and a real say in how the next stage of this practice gets built. The role will keep evolving as the firm does.
Key responsibilities
Client acquisition
Identify and engage prospective clients across professionals, business families and NRIs whose approach to wealth fits the practice
Build a pipeline through referrals, skilled networks, digital channels and community engagement rather than cold outreach
Run discovery conversations, understand client goals and present the practice credibly
Stay with each new client through onboarding and their first 90 days, then transition the relationship to the founder
Community, content and reach
Plan and run investor webinars, including sessions with fund house CIOs and industry speakers
Contribute to LinkedIn content, client communi
📌 Business Development Manager (Bengaluru)
🏢 Kalpvriksh Global
📍 Bengaluru
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