Wealth Relationship Manager Corporate

3 days ago

Bengaluru Delhi Mumbai NCR, India Ardor Talent Solutions Full time ₹ 12,00,000 - ₹ 25,00,000 per year

Wealth Relationship Manager Corporate & Institutional Investments

Location: Delhi NCR

Company: Leading NBFC / Wealth Management Platform

Experience Required: 5 to 10 Years

Industry: BFSI / Wealth Management / Investment Advisory / NBFC

Functional Area: Corporate Sales / Institutional Sales / Wealth Management

Job Description:

We are seeking a dynamic and experienced Wealth Relationship Manager to manage and grow investment relationships with Corporates, Institutions, and Family Offices. The ideal candidate will have a strong background in financial markets and a proven track record in managing high-value investment portfolios across a wide range of products such as Fixed Deposits, Bonds, CPs, Mutual Funds, PMS, AIFs, and other structured solutions.

This is a high-impact role with a focus on acquisition, relationship management, and investment mobilisation from treasury heads, CFOs, promoters, and institutional decision-makers.

Key Responsibilities:

  • Acquire and manage investment relationships with corporates, institutions, and family offices

  • Source and mobilise investments into the company's offerings:

  • Fixed Deposits (FDs)

  • Bonds / Commercial Papers (CPs)
  • Mutual Funds (MFs)
  • PMS & AIFs

  • Structured Products

  • Build long-term, trust-based relationships with CFOs, promoters, and treasury heads

  • Identify and understand client needs, risk appetite, and liquidity preferences to offer tailored investment solutions
  • Deepen wallet share from existing clients through effective cross-selling and upselling
  • Maintain regular engagement and review meetings with key clients
  • Collaborate with product, compliance, and operations teams to deliver seamless service
  • Track market developments and regulatory changes to stay relevant in client conversations
  • Maintain complete compliance with regulatory and internal risk frameworks

Key Skills and Qualifications:

  • Graduate / Postgraduate in Finance / Business / Economics
  • NISM Series V-A certification (mandatory or to be acquired shortly)
  • 5–10 years of experience in Wealth Management, Institutional Sales, or Corporate Treasury Sales
  • Strong understanding of financial markets, fixed income, mutual funds, alternative investments (PMS, AIFs)
  • Strong network and relationships in the corporate / institutional / family office ecosystem
  • Excellent communication, negotiation, and interpersonal skills
  • Self-motivated, target-driven, and client-focused approach

Preferred Backgrounds:

  • Experience with Banks, NBFCs, Mutual Funds, or Boutique Wealth Firms
  • Prior exposure to handling Family Offices, Corporate Treasuries, or Institutional clients

What We Offer:

  • Opportunity to work with a market-leading NBFC / Wealth Platform
  • Exposure to HNI/UHNI, institutional and treasury clients
  • Competitive compensation with attractive performance-linked incentives
  • Professional growth, upskilling opportunities, and leadership exposure

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