Senior Relationship Manager
2 days ago
Job Title: Senior 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 up to 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.
Job Type: Full-time
Pay: ₹1,200, ₹2,000,000.00 per year
Experience:
- Relationship management: 7 years (Preferred)
- Product management: 7 years (Preferred)
- Wealth management: 7 years (Preferred)
- Portfolio management: 7 years (Preferred)
- Financial planning: 7 years (Preferred)
- Market analysis: 7 years (Preferred)
Work Location: In person
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