Relationship Manager – Family Office

  • Mumbai
  • 8–15 years

Website Ekagra Practices

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.

To apply for this job please visit www.iimjobs.com.

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