Business Development Manager – Alternative Investment Fund (AIF)

Job Summary

We are seeking a dynamic and result-oriented Business Development Manager (BDM) to drive the sales and distribution of Alternative Investment Fund (AIF) products. The ideal candidate should have experience in wealth management, investment products, or financial services, with a strong network of High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, and corporate clients.

The candidate will be responsible for generating new business opportunities, building long-term client relationships, and achieving AIF sales targets while ensuring regulatory compliance.

Key Responsibilities

- Generate new business by acquiring HNI, UHNI, family office, and corporate clients.
- Promote and distribute Category I, II, and III Alternative Investment Funds.
- Identify prospective investors through networking, referrals, and market research.
- Conduct client meetings, investment presentations, and product demonstrations.
- Understand clients' financial objectives and recommend suitable AIF investment opportunities.
- Coordinate with fund managers, investment teams, and compliance departments.
- Build and maintain solid relationships with existing investors and distribution partners.
- Achieve monthly, quarterly, and annual sales targets.
- Maintain accurate records in CRM and prepare sales reports.
- Stay updated on capital markets, alternative investments, SEBI regulations, and industry developments.
- Ensure complete compliance with KYC, AML, and regulatory guidelines during client onboarding.

Required Skills

- Strong knowledge of Alternative Investment Funds (AIFs) and capital markets.
- Excellent sales, negotiation, and relationship management skills.
- Strong understanding of investment products, portfolio management, and financial planning.




- Ability to generate leads and convert prospects into investors.
- Excellent communication and presentation skills.
- Strong analytical and problem-solving abilities.
- Proficiency in MS Excel, PowerPoint, and CRM tools.

Eligibility Criteria: Education

- MBA (Finance/Marketing), PGDM, CA, CFA, CFP, or equivalent qualification.
- Bachelor's degree in commerce, finance, economics, or business administration.

Experience

- 3–8 years of experience in wealth management, PMS, AIF, mutual funds, private banking, investment advisory, or financial services.
- Experience dealing with HNI/UHNI clients is preferred.

Preferred Certifications

- NISM Series V-A – Mutual Fund Distributors
- NISM Series X-A & X-B – Investment Adviser (Level 1 & 2)
- NISM Series VIII – Equity Derivatives (preferred)
- CFP, CFA, or CWM certification will be an added advantage.

Key Performance Indicators (KPIs)

- Monthly AIF sales revenue.
- Assets Under Management (AUM) mobilized.
- Number of new HNI/UHNI clients acquired.
- Client retention rate.
- Investor satisfaction.
- Revenue generated through AIF distribution.
- Cross-selling of wealth management products.

Compensation

- Fixed Salary + Attractive Performance Incentives.
- Annual Performance Bonus (as per company policy).

Preferred Candidate Profile

- Strong network of HNI/UHNI investors.
- Self-motivated and target-driven professional.
- Excellent interpersonal and client relationship skills.
- Ability to work independently and manage multiple client portfolios.
- High ethical standards and a regulatory compliance mindset.

Industry

Alternative Investment Funds (AIF) | Wealth Management | Stock Broking | Asset Management | Financial Services

Functional Area

Sales & Business Development | Wealth Management | Investment Advisory | AIF Distribution

Employment Type

Full-Time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Buisness Development Manager (India)
🏢 Promore
📍 India