Relationship Manager - Wealth Management

Vahura - Bangalore, Legal Talent Management
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 14 hours ago
8-12 years
Mumbai City
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027
Posted: 14 hours ago
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Job Description

  • Relationship Manager - Wealth Management
  • Company: Vahura - Bangalore, Legal Talent Management
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
  • Experience Required: 8 - 10 years
  • 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. .

Skills

Wealth ManagementNetworkingInterpersonal SkillsInvestment DistributionStrategic OutreachCommunicationFinancial ServicesMarket IntelligencePrivate BankingBusiness Development

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