Business Development - Wealth Management/PMS - Multiple Locations (4-5 Yrs)

Location: New Delhi
Discipline: Sales & Marketing, Business Development, Portfolio Management, Wealth Management
Job type: Permanent
Contact name: Crescendo Global

Contact email:
Job ref: 38280
Published: over 1 year ago

Business Development – Wealth Management/PMS – Multiple Locations (4-5 Yrs)

Excellent opportunity for someone who holds 4-5 years of experience in portfolio management services and wealth management.

Location: Delhi/Bangalore

Your Future Employer:

One of the leading investment bank specializing in wealth management and portfolio management services.


  1. Empaneling distributors to sell the investment management schemes.

  2. Generating sales revenue from external channel partners, internal and direct clients.

  3. Monitoring and reviewing strategy.

  4. Liaising with investment teams to enable client interaction & information.

  5. Ensuring distributor agreements/client documentation meets compliance requirements.


  1. Minimum 4-5 years of relevant experience in PMS and wealth management.

  2. Graduate in a relevant field.

  3. Excellent written and verbal communication skills.

  4. Great command over English and regional language.

What is in it for you:

  1. You’ll get a chance to work with one of the leading wealth management firm.

  2. You’ll get a chance for a rapid career progression.

Reach us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.


Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.


We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don’t hear back from us in 1 week. Your patience is highly appreciated.

Profile Keywords:

Crescendo, Crescendo Global, Wealth management, Portfolio management services, PMS, Capital markets, Insurance broking, Institutional equities, Private equity, Business development, Client servicing.