Posted By
Posted in
Sales & Marketing
Job Code
1592449

Were Hiring | Capital Raising & UHNI Relationship Leader
Locations: Mumbai | Delhi | Bangalore
Experience: 10+ Years | MBA (Top B-Schools) / CA preferred
An established and fast-growing multi-asset investment platform with over $2.5Bn in AUM is looking for a senior leader to drive capital raising and manage UHNI & corporate relationships across India. This is a strategic role that combines high-touch relationship management with deep financial expertise.
Key Responsibilities:
Relationship Management
- Deliver personalized, advisory-led solutions tailored to client goals.
Investment Advisory & Portfolio Management
- Design, review, and optimize bespoke investment portfolios.
- Understand diverse asset classes, market dynamics, and client risk profiles.
Business Development & Capital Raising
- Identify and convert opportunities through strategic networking and referrals.
- Drive cross-sell across investment offerings.
Internal Collaboration
- Work closely with fund managers, product experts, and service teams to deliver seamless client experiences.
What Were Looking For:
- 10+ years of experience in Wealth/Asset Management or Corporate Banking.
- Strong network among UHNIs, family offices, and key decision-makers.
- Deep understanding of investment products and alternative asset classes.
- Strategic thinker with entrepreneurial drive and high ownership.
- Excellent communication, presentation, and advisory skills.
Ready to lead growth at scale and build high-impact client partnerships?
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Posted By
Posted in
Sales & Marketing
Job Code
1592449