Role & responsibilities

Senior Business Development Manager GIFT City

Location: GIFT City / Mumbai

Employment Type: Full time | Permanent

About the Role

Phillip Ventures IFSC Pvt. Ltd. is seeking a dynamic Senior Business Development Manager to drive client acquisition, build strategic partnerships, and grow AUM across our global investment offerings. The role involves working with HNI/UHNI clients, family offices, institutional investors, wealth partners, and intermediaries within the GIFT City ecosystem.

Key Responsibilities

Business Development

Drive sales and business development across PVIPL’s investment and advisory offerings.

Develop and execute sales strategies to achieve AUM and revenue targets.

Build relationships with HNI/UHNI clients, family offices, institutional investors, wealth firms, IFAs, RIAs, and other intermediaries.

Identify new business opportunities across Fund Management, Investment Advisory, Broker-Dealer, Global Access, Distribution, and other permitted businesses.

Product & Market Development

Position investment solutions based on client needs, risk profile, and regulatory suitability.

Stay updated on market trends, portfolio strategies, and competitor offerings.

- Support marketing initiatives, partner engagement programs,



and investor education activities.

Partner Management

Build and manage a solid intermediary network through onboarding, product training, and relationship management.

Coordinate partner-led client meetings and support business conversion.

- Maintain MIS covering pipeline, meetings, conversions, AUM, and revenue.

Compliance

Ensure adherence to IFSCA regulations, internal policies, and client suitability requirements.

Maintain accurate client documentation and escalate compliance or regulatory concerns promptly.

- Promote ethical selling practices and client-first advisory standards.

Qualifications

Postgraduate degree in Finance, Business Management, Commerce, Economics, or a related field.

MBA, CFA, CFP, or equivalent qualifications preferred.

3–6 years of experience in Wealth Management, Investment Advisory, Asset Management, Private Banking, Capital Markets, or Financial Services.

Experience with HNI/UHNI clients, intermediary networks, and investment products such as PMS, AIFs, Mutual Funds, ETFs, International Equities, or Alternative Investments is preferred.

- Knowledge of GIFT City/IFSC and global investment products will be an advantage.

📌 Senior Business Development Manager-Gift City (Mumbai)
🏢 PhillipCapital
📍 Mumbai