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

* 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

p

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:

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

and the competitive landscape

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

📌 Business Development Manager (Delhi)
🏢 White Force Outsourcing Services
📍 Delhi