Senior Relationship Manager – Wealth Management – Banking & Financial Services

Role Overview:

The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI’s, family offices and institutional investors. One should have worked in Private Banking in Banks, Brokerages or wealth management firms.

Key Responsibilities:

– Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.

– Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a 5 Cr – 50 Cr ticket size range.

– Business Growth & Strategy: Expand the wealth management business with a long-term vision.

– Market Positioning & Networking: Represent company at industry events and strengthen brand positioning.

– Strong relationships with family offices, UHNIs will be preferred.

– Proven ability to raise capital and manage large portfolios.

– Entrepreneurial mindset with interest in running a venture with equity participation.

– Experience in building and leading teams.

– Willingness to travel for investor meetings and networking.