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.