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Sales Relationship Manager
ProHreach Hiring Solutionmumbai, maharashtra, in2 days ago
Job description7-12 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. 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.
Job Title : Sales Relationship Manager- Wealth Management Solutions
Location : Mumbai - (with Travel)
Job Type : Full-time
Role 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 :
What We Offer :
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Relationship Manager • mumbai, maharashtra, in
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