Institutional & HNI Wealth Relationship Manager

About MySamriddhi

MySamriddhi is a systematic, multi-strategy wealth compounding engine - built on an integrated architecture where options alpha, equity accumulation, and margin recycling work as one closed loop, entirely within the client's own demat account. We are in process of getting SEBI regulatory approvals, and we're building a wealth advisory function that matches the rigour of our systematic architecture.

Key Responsibilities

- Institutional Pipeline Development: Identify and prospect HNIs/ UHNIs, family offices, MFOs, corporate treasury teams, endowments, foundations, NBFCs, and wealth platforms.

- Deal Origination & Mandate Closing: Conduct structured investment presentations to investment committees, CIOs, CFOs, and trustees. Drive the full deal cycle from prospecting to onboarding.

- Client Relationship Management: Maintain ongoing relationships with committed institutional clients, coordinate quarterly reviews, and governance reporting.

- Channel & Platform Engagement: Build and manage relationships with registered IFAs, MFD platforms, family office networks, and wealth distributors.

Requirements

- NISM Series XV - Research Analyst certificate (active and valid).

- 3 to 8 years of direct experience in institutional or B2B sales of wealth products (AIF, PMS, hedge funds, structured products).

- Demonstrated experience presenting to and closing with institutional decision-makers.

- Deep working knowledge of the Indian alternative investments landscape (SEBI, RBI, IRDAI, PFRDA).