Senior Business Development Manager

5 hours ago

Allahabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Title: Senior Relationship Manager- Wealth Management Solutions

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.

About This Role

This is a fantastic opportunity for an experienced relationship manager to join our team and drive business growth in the wealth management sector.

Responsibilities

• Manage relationships with family offices and high net worth individuals (HNIs)

• Provide investment advisory services on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts

• Identify and pursue new business opportunities

• Develop and implement business growth strategies

• Strengthen brand positioning through market research and analysis

Requirements

• 7-12 years of experience in wealth management, with a focus on HNI and family office relationships

• Strong expertise in wealth products, structured investments, and alternative asset classes

• Proven track record of raising capital and managing large portfolios

• Entrepreneurial mindset with a desire to run a venture with equity participation

• Excellent leadership and teamwork skills

• Willingness to travel for investor meetings and networking

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