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 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.

Clients come to us for protecting and building wealth across generations, and the entire practice is set up around that.

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.

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

Community, content and reach

Contribute to LinkedIn content, client communication and the WhatsApp investor community

Support financial literacy and community initiatives, including sessions on women and financial independence

Operations and client experience

Oversee client onboarding, KYC and documentation end to end

Own CRM hygiene, pipeline tracking and reporting

Coordinate with operations team on transaction and servicing matters

Maintain and improve the CRM without being asked to

Build and run digital assets independently: landing pages, email sequences, WhatsApp community flows, webinar setups

Use AI tools in daily work to move faster on research, drafting and analysis

2 to 6 years of experience in mutual fund distribution, wealth management, private banking or financial planning

NISM Series V-A certification. Demonstrated experience

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