Senior Relationship Manager - Wealth Management - Banking & Financial Services

Role Overview:

The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's, family offices and institutional investors. One should have worked in Private Banking in Banks, Brokerages or wealth management firms.

Key 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.

- Business Growth & Strategy: Expand the wealth management business with a long-term vision.

- Market Positioning & Networking: Represent company at industry events and strengthen brand positioning.

- Strong relationships with family offices, UHNIs will be preferred.

- Proven ability to raise capital and manage large portfolios.

- Entrepreneurial mindset with interest in running a venture with equity participation.

- Experience in building and leading teams.

- Willingness to travel for investor meetings and networking.