Sales Relationship Manager

Job Title : Sales Relationship Manager- Wealth Management SolutionsLocation : Mumbai - (with Travel)Job Type : Full-timeRole Overview : We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI’s UHNIs and family office investments. 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 Billionz at industry events and strengthen brand positioning.Qualifications & Experience :
• 7-12 years in wealth management , managing HNIs and family offices.
• Strong relationships with family offices, UHNIs.
• Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.
• 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.What We Offer :
• Competitive Fixed + Variable Pay plus ESOPs.
• Access to a premier network of UHNIs and family offices.
• Long-term opportunity to scale a multi-family office.
• Support of clients from the parent company and existing 100’s of relationships.
• Coaching / Mentoring from Harvard educated coaches.
• Working Closely with Mr.Abhishek Goenka.