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Job Description
Relationship Manager - Family Office Lead (DVP/VP)
This role is responsible for building and managing relationships with family offices across India.
Role & Responsibility:
- Build, own & deepen relationships with the leading family offices in India.
- Map key stakeholders (CIOs, Investment Leads, Promoters) within family offices.
- Create structured coverage models (Tier 1 / Tier 2 Family offices).
- Maintain a strong pipeline of active & prospective investors.
Investor Origination & Conversion:
- Stage 1: Identify Family Offices that will participate in our Equity QIP and NCDs.
- Stage 2: Once legal go-ahead on doing fee-based income is attained, then: end-to-end deal execution from pitch to closure and follow-ups to convert soft commitments into firm allocations.
Strategic Relationship Management:
- Stage 1: Position the firm as a preferred issuer / partner for family offices.
- Stage 2: Once legal go-ahead on doing fee-based income is attained, then: conduct closed-door meets and thematic sessions.
Skills
Wealth ManagementFamily Office OperationsBFSI SalesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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