Relationship Manager
6 days ago
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.
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