Strategic Relationship Manager – Promoter & UHNI Outreach

Job Title : Strategic Relationship Manager Promoter & UHNI Outreach (

Location : Mumbai (with travel)

Job Type : Full-time

Working Days : MonFri (8 : 30 AM5 : 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 Founders 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

810 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

Key Skills

Sales Experience,Electrical Discharge Machining,Marketing,Customer Service,Communication skills,Bartending,Cold Calling,Product Demos,Event Marketing,Carlson,Adobe Premiere,Lead Generation

Employment Type : Full Time

Experience : years

Vacancy : 1