Remote: Remote

About Kalpvriksh GlobalKalpvriksh 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 planning.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 roleThis 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 responsibilitiesClient acquisitionIdentify and engage prospective clients across professionals, business families and NRIs whose approach to wealth fits the practiceBuild a pipeline through referrals, professional networks, digital channels and community engagement rather than cold outreachRun discovery conversations,



understand client goals and present the practice crediblyStay with each new client through onboarding and their first 90 days, then transition the relationship to the founderCommunity, content and reachPlan and run investor webinars, including sessions with fund house CIOs and industry speakersContribute to LinkedIn content, client communication and the WhatsApp investor communitySupport financial literacy and community initiatives, including sessions on women and financial independenceTrack what works, and build reach systematically rather than by instinctOperations and client experienceOversee client onboarding, KYC and documentation end to endOwn CRM hygiene, pipeline tracking and reportingCoordinate with operations team on transaction and servicing mattersEnsure client reporting and reviews go out on scheduleTechnology and toolsThis runs across everything above and is a real requirement.Maintain and improve the CRM without being asked toBuild and run digital assets independently: landing pages, email sequences, WhatsApp community flows, webinar setupsUse AI tools in daily work to move faster on research, drafting and analysisIdentify where a process should be automated and then automate itRequirements2 to 6 years of experience in mutual fund distribution, wealth management, private banking or financial planningNISM Series V-A certification. This is mandatory to advise clients under our ARN.



Candidates who do not hold it must explicit it before joiningDemonstrated experience acquiring clients directly, rather than servicing an assigned bookStrong written communication. Most collaboration in a remote role happens in writingPractical fluency with CRM systems, digital marketing tools and AI toolsAbility to work independently with minimal supervisionPreferredExperience working with NRI clients or cross border investment structuresExperience running webinars, events or investor communitiesFamiliarity with distribution platforms such as NJ WealthWho does well hereYou are comfortable building something from a standing start rather than working inside an existing machine.You can sit with a business owner in his fifties and have a real conversation about his portfolio, without reaching for a brochure.You are as interested in whether a client is still with us in year four as you are in whether they signed this month.You take the unglamorous parts of the job seriously, because clean documentation and reports that go out on time are a large part of why clients stay.This role will not suit someone who needs leads handed to them, someone who works best with a manager in the room, or someone used to selling whatever pays best in a given quarter.What we offerFixed salary plus a performance linked variable tied to the book you build and retainFully remote. Work from anywhere in IndiaDirect working relationship with the founder, with no layers in betweenGenuine influence over how the practice is built at an early stageExposure to cross border and NRI wealth work that is difficult to access at this career stage

📌 Business Development Manager (Mumbai)
🏢 Kalpvriksh Global
📍 Mumbai