Role & responsibilities

- Identify, prospect, and onboard HNI / UHNI clients for ValPros PMS offering

- 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

- Represent ValPro at investor summits, wealth conclaves, seminars, and industry forums to 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 Set

- Strong understanding of PMS, AIF, and wealth management products, SEBI PMS regulations, and the competitive landscape





- Ability to clearly articulate ValPros PMS investment philosophy and differentiate it in client 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 diverse 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 in MS Office Excel for performance reporting, PowerPoint for client presentations, Word for proposals

- High integrity and strict adherence to compliance norms in all client interactions

Prior Experience

- Portfolio Management Services (PMS) Sales or Distribution

- Alternative Investment Funds (AIF) Category II / III

- Wealth Management at a Bank, Broking House, or Independent Wealth Firm

- Investor Relations at an Asset Management Company (AMC)

- Family Office Advisory

📌 Business Development Manager PMS (Delhi)
🏢 ANG Group - Value Prolific Consulting Services Private Limited (VALPRO)
📍 Delhi