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Posted By

Charvi Gupta

Director at AccuraCap

Last Active: 24 September 2025

Job Views:  
194
Applications:  32
Recruiter Actions:  31

Job Code

1604817

Accuracap - Principal - Business Development & Client Partnerships - IIM/FMS/MDI/XLRI

AccuraCap.7 - 10 yrs.Delhi NCR/Mumbai/Noida
Posted 2 months ago
Posted 2 months ago

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

Charvi Gupta

Director at AccuraCap

Last Active: 24 September 2025

Job Views:  
194
Applications:  32
Recruiter Actions:  31

Job Code

1604817

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