(21 / 10 / 2025) Relationship Manager - Wealth

Opening with a leading Fund Management Company ..!!

Role : Relationship Manager - Wealth

Location : Mumbai

Key Responsibilities :

• Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.
• Managing and growing existing business and client relationships by constant engagement for additional businesses and references.
• Managing Sales Activities and achieving monthly targets across products and services.
• Responsible for preparing yearly budgets and strategies for achieving the targets.
• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Regular Travel to existing and prospect clientele locations {South East Asia }

Interested candidates please share your CV on himani@thepremierconsultants.com

#wealthmanager #wealthmanagement #wealthmanagementcompany #familyoffice #familyoffices #CPA #CPAs #Trustees #investmentadvisor #investmentadvisors #privateequity #venturecapital #AIF #alternativeinvestmentfund #alternativeinvestment #FPI #foreignportfolio #foreigninstitutionalinvestor #FII #custody #capitalmarket #capitalmarkets #FDI #relationshipmanager #RM #relationshipmanagement #UHNI #HNI #highnetworth #ultrahighnetworth