Relationship Manager – Family Office Investors

Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...

Key Responsibilities: Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute...

About Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...

Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...

Key Responsibilities:Investor Relationship Management:Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support.Investor Acquisition & Marketing:Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute...

Job Description – Investment RelationPosition:Investor RelationLocation:Charni Road, MumbaiDepartment:InvestmentsAbout the RoleWe are seeking a highly driven and strategicInvestor Relationto lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking...

Role & responsibilitiesInvestor RelationsLocation: MumbaiReporting to: Chief Financial Officer (CFO)/Managing DirectorIndustry: Chemical ManufacturingKey Responsibilities:Investor Relations Duties:Communication with Investors: Develop and maintain relationships with institutional and retail investors. Communicate the companys financial performance, strategy,...

Job Title: Senior Relationship Manager- Wealth Management SolutionsKey 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.●...

Job Title: Senior Relationship Manager- Wealth Management SolutionsLocation: Mumbai - (with Travel)Job Type: Full-timeRole 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,...

Head of Family Office - Wealth ManagementPosition Summary: We are seeking a highly experienced and dynamic Head of Family Office to lead our efforts in serving our most discerning ultra-high-net-worth (UHNW) and high-net-worth (HNI) family clients. The successful candidate will be responsible for understanding and addressing the multifaceted financial needs...