Sales Relationship Manager

3 weeks ago


Mumbai, India ProHreach Hiring Solution Full time

Job Title: Sales Relationship Manager- Wealth Management Solutions Location: Mumbai - (with Travel) Job Type: Full-time Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI’s UHNIs and family office investments. 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 Billionz at industry events and strengthen brand positioning. Qualifications & Experience: ● 7-12 years in wealth management , managing HNIs and family offices. ● Strong relationships with family offices, UHNIs. ● Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients. ● 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. What We Offer: ● Competitive Fixed + Variable Pay plus ESOPs. ● Access to a premier network of UHNIs and family offices. ● Long-term opportunity to scale a multi-family office. ● Support of clients from the parent company and existing 100’s of relationships. ● Coaching/Mentoring from Harvard educated coaches. ● Working Closely with Mr.Abhishek Goenka.


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