Strategic Relationship Manager – Promoter & UHNI Outreach

Job Title : Strategic Relationship Manager – Promoter & UHNI Outreach (

Location : Mumbai (with travel)

Job Type : Full-time

Working Days : Mon–Fri (8 : 30 AM–5 : 30 PM); 2nd & 4th Saturdays

About the Client (Confidential Search Mandate)

Our client is a leading Treasury & Risk Advisory firm with over 20 years of expertise in FX, commodities, and structured treasury solutions. Their sister concern, Billionz, is a Multi-Family Office catering to HNIs, UHNIs, promoters, and family offices.

We are hiring a Strategic Relationship Manager for the Founder’s Office to lead high-impact outreach and engagement with promoters, UHNIs, and high-liquidity individuals across India.

Role Overview

The role involves targeting promoters, founders, and UHNI clients, identifying recent liquidity events, and setting qualified strategic meetings for the Founder & CEO. The ideal candidate comes from wealth management / private banking with a strong calling background and deep understanding of wealth products.

Key Responsibilities

1. Strategic Outreach & Meeting Generation

Identify promoters, founders, and UHNI clients with recent liquidity events (IPOs, ESOP exits, stake sales, real estate exits, M&A deals).

Set up qualified, high-value meetings for the Founder & CEO.

2. Networking & Market Intelligence

Track IPO filings, deal alerts, PE / VC exits, and market developments.

Build networks across investment bankers, CXOs, wealth firms, and family offices.

Maintain and expand a database of strategic promoter prospects.

Experience Required

8–10 years in wealth management, private banking, investment distribution, or related roles.

Minimum 5 years of strong calling / cold outreach experience.

Strong knowledge of MF, PMS, AIF, REIT, INVIT, structured products, alternates.

Experience engaging promoters, UHNIs, and C-suite clients.

Experience with wealth firms, private banks, NBFCs, AMCs, brokerages, or family offices.

Skills Required

Excellent communication, persuasion, and pitching skills

Strong research mindset and ability to track market liquidity events

High confidence in UHNI / premium client interactions

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

Strong follow-up discipline and relationship-building instinct

What the Client Offers

ESOPs

Close working with Founder & CEO

High exposure to promoter networks & UHNI ecosystem

Zero-politics environment

Fast career progression in a dynamic setup