Strategic Relationship Manager – Promoter & UHNI Outreach
Share
Job Location:
Navi Mumbai - India
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
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
