BLACKBULL is seeking an experienced and highly professional Personal Advisor – Client, Business & Portfolio Management to support senior management in managing important clients, business relationships, commercial portfolios, professional networks, and strategic assignments.

This is not a conventional personal assistant or administrative position. The selected professional will operate as a management and advisory resource, working closely with senior leadership and supporting communication, client coordination, business development, portfolio monitoring, documentation, meetings, and execution of management priorities.

The ideal candidate should possess strong commercial judgment, excellent communication skills, confidentiality, maturity, relationship-management capabilities, and the ability to independently coordinate multiple business matters.

The position requires someone who can understand a business requirement, communicate professionally with stakeholders, identify priorities, coordinate internal and external teams, and ensure that assignments progress toward completion.

KEY RESPONSIBILITIES1. Client Management

The Personal Advisor will support the management of important corporate and qualified relationships.

Responsibilities include:

- Managing communication with existing and prospective clients.
- Understanding client requirements and coordinating appropriate internal support.
- Maintaining professional and long-term client relationships.
- Scheduling and preparing management for important client meetings.
- Following up on proposals, documentation, commercial discussions, and pending decisions.
- Maintaining confidentiality regarding client information and transactions.
- Coordinating between clients, management, lawyers, consultants, financial professionals, and other stakeholders.
- Monitoring client satisfaction and identifying opportunities for additional services.
- Ensuring professional and timely communication throughout the engagement lifecycle.

2. Business Management

The candidate will assist senior management with day-to-day business coordination and strategic execution.

Key responsibilities include:

- Supporting management in evaluating business opportunities.
- Coordinating new projects and commercial initiatives.
- Preparing business summaries, reports, presentations, and management notes.
- Monitoring key assignments, deadlines, and deliverables.
- Coordinating with different departments and external professionals.
- Supporting business-development activities and strategic partnerships.
- Assisting management in developing operational frameworks for recent projects.
- Identifying delays, commercial risks, communication gaps, and execution challenges.
- Maintaining structured records of important business decisions and follow-up actions.

3. Portfolio Management

The Personal Advisor will assist in monitoring business, client, project, and commercial portfolios.

The role may involve:

- Maintaining portfolio-level information and management reports.
- Tracking the commercial and operational progress of projects.
- Coordinating documentation relating to business portfolios.




- Reviewing portfolio performance information for management.
- Supporting management in evaluating new portfolio opportunities.
- Coordinating with legal, finance, banking, investment, and business professionals where required.
- Maintaining dashboards and periodic management updates.
- Identifying pending actions, documentation gaps, and portfolio risks.
- Supporting due diligence and information coordination for new business opportunities.

This role does not independently authorize or provide regulated investment, banking, securities, or financial advice unless the individual holds the appropriate qualifications and regulatory permissions.

4. BUSINESS DEVELOPMENT & RELATIONSHIP MANAGEMENT

The candidate should be capable of representing BLACKBULL professionally before senior stakeholders.

The selected professional may interact with:

- Business owners and entrepreneurs
- Corporate clients
- Lawyers and legal professionals
- Banking and finance professionals
- Investors and investment representatives
- Consultants and advisors
- Institutional representatives
- Domestic and international business partners

The Personal Advisor should be capable of converting discussions into clearly defined requirements, action points, responsibilities, and follow-up schedules.

5. EXECUTIVE ADVISORY SUPPORT

The selected candidate will work closely with senior management and may be entrusted with commercially sensitive information.

Responsibilities may include:

- Preparing management briefs before important meetings.
- Reviewing proposals and business communications.
- Coordinating strategic meetings and negotiations.
- Organizing information required for management decisions.
- Following up directly with senior stakeholders.
- Monitoring commitments made during meetings.
- Preparing action reports for management.
- Supporting negotiations from a coordination and business-management perspective.
- Maintaining strict confidentiality regarding management, clients, transactions, and future projects.

REQUIRED EXPERIENCE

Candidates should preferably possess 5+ years of relevant professional experience in one or more of the following areas:

- Client Relationship Management
- Business Management
- Corporate Management
- Portfolio Management
- Key Account Management
- Business Development
- Management Consulting
- Corporate Advisory
- Banking or Financial Services
- Investment or Asset Management Support
- Professional Services
- Executive Management Support

Candidates with experience handling HNI clients, business owners, corporate decision-makers, investors, financial institutions, or international clients will be preferred.

REQUIRED SKILLS

The successful candidate should demonstrate:

- Excellent English communication skills.
- Solid client-handling capability.




- Professional business etiquette.
- Commercial and business understanding.
- Strong observation and analytical ability.
- Excellent written communication.
- Negotiation and relationship-management skills.
- Ability to prepare professional reports and management summaries.
- Strong follow-up and execution capability.
- Ability to manage multiple priorities simultaneously.
- High level of confidentiality and professional integrity.
- Ability to work independently with limited supervision.
- Strong understanding of corporate hierarchy and stakeholder management.
- Confidence in communicating with senior professionals and business owners.

PERSONAL ATTRIBUTES

BLACKBULL is particularly interested in professionals who are:

- Mature and commercially minded
- Highly organized
- Presentable and professional
- Responsible and accountable
- Detail-oriented
- Confidential and trustworthy
- Solution-focused
- Comfortable with senior-level communication
- Capable of working under deadlines
- Willing to take ownership of assignments
- Comfortable handling complex business situations

TRAVEL & FLEXIBILITY

The position may require travel for client meetings, business development, portfolio coordination, corporate meetings, and project assignments.

Candidates should therefore be comfortable with reasonable travel within India and, depending upon business requirements and eligibility, international travel.

Flexibility in working hours may occasionally be required when coordinating with international clients or professionals across different time zones.

PERFORMANCE EXPECTATIONS

Performance will primarily be evaluated on:

- Quality of client management.
- Professional communication and relationship development.
- Timely completion of assigned responsibilities.
- Accuracy and quality of management information.
- Portfolio monitoring and reporting discipline.
- Business-development contribution.
- Ability to resolve coordination issues.
- Confidentiality and professional conduct.
- Follow-up and execution capabilities.
- Overall value added to BLACKBULL's management and client ecosystem.

WHO SHOULD APPLY?

This position is suitable for an experienced professional who can operate as a trusted business advisor and management representative, rather than someone seeking a purely administrative personal-assistant position.

The ideal candidate should be capable of understanding clients, business operations, commercial portfolios, management priorities, and professional relationships simultaneously.

BLACKBULL is looking for a professional who can become a dependable long-term resource for senior management and contribute directly to stronger client relationships, better portfolio organization, disciplined business execution, and sustainable commercial development.

Position: Personal Advisor – Client, Business & Portfolio Management
Organization: BLACKBULL Group
Primary Focus: Client Management | Business Management | Portfolio Management | Executive Advisory | Business Development

Pay: ₹45,000.00 - ₹75,000.00 per month

Benefits:

- Health insurance
- Life insurance

Work Location: Remote

📌 Personal Advisor (India)
🏢 BLACKBULL CHAMBER OF INVESTMENT
📍 India