Portfolio Manager

1 week ago

Bandra Mumbai Maharashtra, India Pretty Child Full time ₹ 20,00,000 - ₹ 50,00,000 per year

Job Title: Portfolio Manager/ Senior Relationship Manager

Location: Mumbai - (with Travel)

Job Type: Full-time

Role Overview:

We seek a Portfolio Manager/ 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.

Job Type: Full-time

Pay: ₹2,000, ₹2,200,000.00 per year

Experience:

  • Portfolio management: 7 years (Preferred)
  • Wealth management: 7 years (Preferred)
  • HNI/UHNI: 7 years (Preferred)
  • Client Acquisition: 7 years (Preferred)
  • Private equity: 7 years (Preferred)
  • Investment Advisory: 7 years (Preferred)

Work Location: In person

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