Business Development Manager - PMS

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 varied 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 interaction

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