Relationship Manager - Wealth Management - Strategic Wealth Outreach

Relationship Manager- Wealth Management (Strategic Wealth Outreach) (10-16 yrs)

We have an opening for Relationship Mgr opening with an established Wealth mgnt orgn in Mumbai.

CTC around 25 - 30 lacs + ESOP etc. and other benefits.

Job Responsibilities:

We are looking for a highly driven and sharp Relationship Manager with strong experience in wealth management, private banking, or financial services.

The candidate must excel in high-quality outreach, corporate promoter connections.

Key Responsibilities:

1. Strategic Outreach & Meeting Setup:

- Identify and target high-potential promoters, founders, UHNIs, and family offices across India.

- Focus on individuals who have had recent liquidity events such as:

1. IPOs (recent or upcoming)

2. ESOP exits

3. Real estate exits

4. Stake sale / partial exit

5. M&A deals

6. Anyone with recent liquidity events- Fresh capital inflow

2. Networking & Market Intelligence:

- Track news, deal alerts, PE/VC exits, and Track IPO filings updates to identify potential clients.

- Leverage existing networks across investment bankers, wealth firms, and CXOs.

- Build a database across the ecosysteminvestment banking, high-potential ultra-wealth clients, CXOs, and promoter networks.

Experience Required:

- 8-10 years in wealth management, private banking, investment distribution, or similar fields.

- Minimum 5 years of strong calling and pitching experience, with proven ability to handle high-volume outreach and consistently set meetings with senior clients.

- Must have a strong understanding of wealth products, including:

1. Mutual Funds (MFs)

2. PMS

3. AIFs

4. REITs & INVITs

5. Structured products

6. Alternate investments

- Experience dealing with promoters, founders, UHNIs, and CXO-level clients.

- Should have worked in wealth firms, private banks, NBFC wealth teams, AMCs, brokerages, or multi-family offices.

- Ability to communicate confidently and represent IFA Global & Billionz value propositions clearly to promoters and UHNIs.

Skills Required:

- Excellent communication & articulation skills

- Strong research and intelligence-gathering mindset

- Confidence in interacting with promoters, founders, and CXO-level individuals

- Market awareness (IPOs, PE deals, M&A, exits)

- High initiative, follow-up discipline, and hunger to build relationships

- Professional maturity and strong phone presence