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Business Development Representative
Zerodha Asset Management Pvt Ltd
Bengaluru, IND
Full-time
Mid · 2+ years experience
Onsite
Discovered 2 weeks ago
Free
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Key Responsibilities
- Build and deepen relationships with HNI and Ultra-HNI clients, serving as a trusted point of contact for their PMS investment journey.
- 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.
- Gather client feedback systematically and channel it back to investment and product teams to shape offerings and communication.
Key Requirements
- 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.
- Strong fundamentals of finance and investments. Comfort with equities, debt, portfolio construction, and core portfolio management and advisory concepts.
- 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.
- Ability to simplify complex investment concepts into intuitive narratives without losing accuracy.
- High ownership, strong follow-through, and the discipline to manage a pipeline of relationships in parallel.
- NISM-Series-XXI-A (Portfolio Managers) certification is a must.
- 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.
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