About Company
The company is a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform driven by Alpha Generation and Partnerships. It manages over $1.7 Bn in AUM.
The team consists of 200+ people present across 8 locations who are vastly experienced across domestic and global hedge funds & financial institutions and have strong academic credentials from top universities.
About the Role :
We are seeking highly experienced Senior Professionals with a proven track record in managing and acquiring ultra high-net-worth individuals (UHNI), Family Offices and corporate relationships . This is a pivotal role in our rapidly scaling platform, requiring deep expertise in relationship management , strategic advisory, and a solid understanding of financial products and solutions.
You will work closely with UHNIs, family offices, and large corporates across India to drive business growth, deliver exceptional client service, and build long-lasting, strategic partnerships.
Key Responsibilities :
1. Relationship Management : Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities across India.
2. Investment Management : Understand the nuances of the firm's products and services, including investment management solutions, offer high-quality, tailor-made investor portfolios for UHNI clients and corporates.
3. Strategic Sales & Cross-Selling : Identify cross-selling and referral opportunities across the firm's investment management products to further expand client portfolios and engagement.
4. Team Collaboration & Leadership : Collaborate with internal teams including Fund Managers, Product Specialists, Service & Operations teams to provide holistic solutions to clients.
5. Business Development & Networking : Continuously explore new business opportunities and build a pipeline of potential UHNI and corporate clients through proactive networking and referrals.
Desired Profile :
1. Educational Qualifications : MBA / Chartered Accountant (CA) with over 10 years of experience.
2. Key Traits :
ref : iimjobs.com)
Manager Manager • Bangalore, India