Institutional Business Development Director

8 years

12 - 16 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Family Office Business Development

  • Research, map, and target top 200 Indian family offices across metros and emerging wealth centers
  • Build relationships with family office CIOs, investment committees, and next-generation family members
  • Present Fintegic's AI-powered investment platform and research capabilities to institutional decision makers
  • Navigate complex family dynamics and multi-stakeholder decision processes
  • Close high-value mandates ranging from ₹20-100 Crores AUM per relationship
  • Develop tailored solutions for generational wealth transfer and portfolio management needs

What We're Looking ForEssential Qualifications

  • 8-15 years experience in wealth management, private banking, or family office services
  • Proven track record of institutional sales with ₹100+ Crore AUM closures
  • Existing network of family office contacts and AMC relationships in Mumbai/Delhi financial circles
  • Deep understanding of alternative investments (PMS, AIF, hedge funds, real estate funds)
  • Strong presentation skills with ability to articulate complex investment strategies to sophisticated investors

Preferred Background

  • Previous experience at HDFC Private, Kotak Private, ICICI Private Bank or similar institutions
  • Family office experience either as an employee or service provider
  • AMC business development background with institutional client management
  • CFA, MBA Finance, or equivalent professional qualification
  • Experience with AI/technology-driven investment platforms (bonus)

Personal Attributes

  • Exceptional relationship-building and networking abilities
  • Results-driven with strong commercial acumen
  • Comfortable with high-net-worth and ultra-high-net-worth client interactions
  • Entrepreneurial mindset with ability to thrive in a fast-growth environment
  • Excellent communication skills in English and Hindi
  • Willingness to travel extensively across India

Job Types: Full-time, Permanent

Pay: ₹1,200,000.00 - ₹1,696,768.58 per year

Schedule:

  • Day shift

Supplemental Pay:

  • Performance bonus

Application Question(s):

  • Marketing Experience?

Work Location: In person

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