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

AccuraCapMumbai, India

30+ days ago

Job description

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 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.

(ref : iimjobs.com)

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Principal Development • Mumbai, India