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.