13 Nov
|
PhillipCapital
|
Ahmedabad
13 Nov
PhillipCapital
Ahmedabad
Senior Business Development Manager GIFT City
Location: GIFT City
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 PVIPLs 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, IFAs, RIAs, and other intermediaries.
Identify recent 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 strong 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.
3–7 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 (Ahmedabad)
🏢 PhillipCapital
📍 Ahmedabad