Senior Relationship Manager (Wealth Management)

Job Title: Senior Relationship Manager- Wealth Management Solutions (Forex, Treasury & Wealth Management)

Location: Mumbai - (with Travel)

Job Type: Full-time

CTC: 15- 30 LPA plus incentives plus bonus.

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:

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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:

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7-12 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.

What We Offer:

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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.

If you have the vision , hunger and expertise to drive a high-impact wealth management

business, we want to hear from you!