Relationship Manager - Family Office
Ekagra Practices · Mumbai · onsite · Posted 41d ago
About a minute. You'll make an account on the way through.
About this role
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.
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