Regional Business Development Manager

Regional Manager - Business Development - Family Office & Institution.

Locations: Delhi and Bengaluru

1) Job Purpose

family offices and Ultra High Net Worth Individual (UHNI) investors.

2) Principal Accountabilities

Client Acquisition & Relationship Management

- Identify, target, and onboard key Family Office and Institutions.

- Develop deep client relationships, grounded in trust and long-term value creation.

- Drive client engagement through curated investment offerings and portfolio insights.

Investment Advisory & Distribution

- Understand client objectives, risk appetite, and portfolio gaps to suggest appropriate solutions.

- Represent the company's PMS, AIFs, and other investment products to family office clientele.

- Work closely with the Products and Investments team to tailor propositions for key clients.

Thought Leadership & Market Development

- Participate in industry forums, conferences, and family office networks to enhance visibility.

- Collaborate with Marketing to design client-specific events, roundtables, and whitepapers.

- Channel strategic market feedback to the Investments and Product Strategy functions.

Compliance & Governance

- Ensure strict adherence to regulatory guidelines, KYC norms, and internal compliance processes.

3) Relationships

Internal

- Products, Investments, Legal & Compliance, Client Services, Operations, Marketing

Nature: Collaboration on client proposals, onboarding, compliance, reporting, and marketing activities

External

- UHNI Clients, Family Offices, Financial Advisors, External Partners

Nature: Relationship building, product discussions, events, and strategic collaboration