Posted By
Posted in
Banking & Finance
Job Code
1604817
About Accuracap
Founded in 2011, Accuracap is a pioneering boutique investment management firm with one of the strongest performance track records in India. Backed by technology and data-driven strategies, we manage differentiated PMS and AIF products, with our flagship PMS strategy, PicoPower, consistently among the top-performing in the country.
With a lean team of six professionals across Operations, R&D, and Compliance, we are now seeking a Principal - Business Development & Client Partnerships to lead our growth efforts through HNI, family offices, and distributor engagement.
Your Role
This is a high-impact, strategic business development role with direct ownership of AUM growth. You will:
- Build and sustain strong relationships with existing distributors (RIAs, IFAs, private banks, family offices).
- Originate, engage, and manage HNI and UHNI relationships for PMS and AIF products.
- Identify, evaluate, and onboard new distribution partners to expand Accuracap's market footprint.
- Design and execute channel and territory growth strategies.
- Conduct structured partner training and enablement sessions to strengthen product knowledge and sales outcomes.
- Collaborate with Marketing to deliver campaigns, events, and thought-leadership initiatives.
- Monitor market trends, competitor offerings, and regulatory updates to refine sales strategies.
- Ensure disciplined AUM forecasting, pipeline management, and compliance in every engagement.
Your Profile (3Es)
Education
- MBA/Executive MBA (Finance preferred) from a top management institute.
- SEBI/NISM certifications (or readiness to complete within 60 days of joining).
- CFA/CFP is an advantage.
Experience
- 7-10 years in sales, business development, or distribution within PMS, AIF, or wealth management.
- Minimum 4 years of direct PMS/AIF/HNI origination.
- Demonstrated track record of raising AUM from HNIs, family offices, RIAs, or private banks.
- Experience in boutique or lean setups preferred, with comfort taking end-to-end ownership.
Exposure
- Established network in the Indian wealth management ecosystem.
- Prior experience managing investor events, partner enablement sessions, and product presentations.
- Familiarity with SEBI-regulated sales processes, documentation, and compliance workflows.
- Collaboration with cross-functional teams including Research, Operations, and Compliance.
What Success Looks Like (12 Months)
- Consistently deliver on quarterly and annual AUM growth targets with high forecast accuracy.
- Strengthen Accuracap's presence by building a curated set of high-value distributor and HNI relationships.
- Establish a robust and referenceable HNI pipeline with measurable conversions.
- Lead partner enablement initiatives that result in increased deal flow and stronger market positioning.
- Maintain zero compliance breaches and deliver superior partner/client satisfaction.
Why Join Accuracap ?
- Be part of a lean, elite team driving one of India's top-performing PMS strategies.
- Strategic role with direct visibility to founders and leadership.
- Opportunity to shape and expand the business development function at a boutique firm.
- Fast-track career growth in a performance-driven, entrepreneurial environment.
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Posted By
Posted in
Banking & Finance
Job Code
1604817