Relationship Manager - Wealth Management

Business Development / Strategic Outreach - Wealth Management
Key Responsibilities
1. Strategic Outreach & Meeting Generation:
- Identify and engage with high-potential promoters, founders, UHNIs, family offices, and senior business leaders across India.
- Proactively identify prospects who have experienced or are approaching significant liquidity or capital events, including:
1. Recent or upcoming IPOs
2. ESOP/employee-share exits
3. Real estate monetisation or exits
4. Stake sales or partial exits
5. M&A transactions
6. PE/VC exits
7. Fresh capital inflows or other significant liquidity events
- Conduct targeted outreach and establish meaningful conversations with prospective clients.
- Generate and schedule qualified, high-value meetings with senior stakeholders for the leadership team.
2. Market Intelligence & Ecosystem Networking:
- Monitor market developments, transaction announcements, deal activity, IPO filings, PE/VC exits, M&A activity and other relevant events to identify potential prospects.
- Build and leverage relationships across investment banking, wealth management, private banking, asset management and senior corporate networks.
- Develop and maintain a strong prospect database covering promoters, founders, UHNIs, CXOs, family offices, investment professionals and other relevant ecosystem stakeholders.
- Continuously identify new sources of high-quality prospects and opportunities through market research and networking.
Experience Required
- 8 - 10 years of experience in wealth management, private banking, investment distribution, financial services or related fields.
- Minimum 5 years of strong calling, prospecting and pitching experience, with demonstrated ability to conduct high-volume outreach and generate meetings with senior clients.
- Strong understanding of wealth and investment products, including:
1. Mutual Funds (MFs)
2. Portfolio Management Services (PMS)
3. Alternative Investment Funds (AIFs)

4. REITs & InvITs
5. Structured Products
6. Alternative Investments
- Experience engaging with promoters, founders, UHNIs, family offices and CXO-level stakeholders.
- Candidates from wealth management firms, private banks, NBFC wealth teams, AMCs, brokerages, investment distribution firms or multi-family offices would be relevant.
- Ability to confidently articulate and communicate a wealth management value proposition to senior and high-net-worth clientele.
Skills & Competencies
- Excellent communication, articulation and interpersonal skills.
- Strong research, prospect identification and market-intelligence capabilities.
- Confidence and maturity in interacting with promoters, founders, UHNIs and CXO-level individuals.
- Strong awareness of IPOs, PE/VC transactions, M&A, exits and broader capital-market activity.
- High initiative, ownership and persistence in prospecting and relationship development.
- Strong follow-up discipline and ability to build relationships over the long term.
- Excellent phone presence, executive communication and professional maturity.