Enabling the Next Generation of Indian Investors

At Zerodha Fund House, we are redefining the mutual funds landscape to create easy, transparent, and cost-effective investment solutions for millions of Indians. We are expanding our team and seeking passionate, client-focused, and finance-savvy individuals to join us.

Engage prospective clients through meetings, calls, and tailored conversations to understand financial goals, risk appetite, and time horizons, and present suitable PMS strategies and portfolio solutions.

Articulate our investment philosophy, portfolio construction approach, and strategy positioning with clarity and conviction, helping clients make informed long-term decisions.

Stay current on markets, asset classes, macro developments, and regulatory changes, and translate these into relevant insights for client conversations and portfolio reviews.

Partner with internal teams across Investments, Product, Marketing, Operations,



and Compliance to ensure a smooth onboarding and ongoing servicing experience for clients.

2–5 years of experience in business development, wealth management, private banking, or HNI client servicing within PMS, AIF, asset management, banking, broking, wealth-tech, or financial services.

- Proven HNI client-facing experience with the maturity, presence, and judgment to engage senior investors across multiple touchpoints.
- Excellent communication skills - clear, articulate, and persuasive in both written and verbal formats, in English and at least one Indian language.
- Understanding of the Indian PMS and capital markets ecosystem, distribution landscape, and regulatory framework is a strong plus.
- Genuine interest in markets, long-term investing, and helping investors build wealth responsibly.

📌 Finance Business Development Representative (Bengaluru)
🏢 Zerodha Fund House
📍 Bengaluru