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