
Strategic Business Partner
21 hours ago
Job Title: Strategic Business Partner
Key Responsibilities:
• Client Acquisition & Relationship Management: Build and manage relationships with high net worth individuals (HNIs) and family offices.
• Investment Advisory & Product Distribution: Offer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a ₹5 Cr - ₹50 Cr ticket size range.
• Business Growth & Strategy: Drive the growth of the wealth management business with a long-term vision.
• Market Positioning & Networking: Represent the organization 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 assets under management (AUM) up to ₹50 crs 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.
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