Capital Raising, Wealth Management

Job Description

Job location: Bangalore, Hyderabad or Chennai, Mumbai, Pune, Delhi Work experience: 7 to 15 years Capital Raising, Wealth Management, Preferably someone with a decent Book. Seeking an experienced Relationship Manager to develop and maintain relationships with high-net- worth individuals, family offices, and institutional clients for investment in various financial strategies. The ideal candidate will have a proven track record of managing substantial AUM and strong client relationships. Key Responsibilities: 1. Client Management - Manage and grow a portfolio of high-net-worth clients with a minimum book size of 500 crores - Develop and execute strategies to expand existing client relationships - Provide personalized investment solutions based on client needs and risk profiles - Regular client portfolio review and performance updates 2. Business Development - Identify and acquire new client relationships through networking and referrals - Meet or exceed quarterly and annual AUM targets - Develop and maintain relationships with key influencers and intermediaries - Participate in client events and investment conferences 3. Investment Advisory - Present and explain various investment strategies to clients - Keep clients informed about market developments and investment opportunities - Work closely with product teams to understand new offerings - Ensure compliance with regulatory requirements in client communications Required Qualifications: - 8-12 years of experience in wealth management/asset management - Proven track record of managing AUM of at least 200-500 crores - Strong existing network of HNI clients and family offices - Excellent understanding of financial markets and investment products - Relevant certifications (MBA/CFA/CFP preferred) Any other comments to be included in JD or while hiring? Skills and Competencies: - Strong relationship building and networking abilities - Excellent communication and presentation skills - Deep understanding of investment products and market dynamics - Ability to work independently and meet targets - Strong analytical and problem-solving skills