Wealth Relationship Manager Corporate & Institutional Investments

Wealth Relationship Manager Corporate & Institutional Investments

Location:

Company:

Experience Required:

Industry:

Functional Area:

Wealth Relationship Manager

acquisition, relationship management, and investment mobilisation

Key Responsibilities:

• Acquire and manage investment relationships with

  corporates, institutions, and family offices

• Source and mobilise investments into the company’s offerings:
  
• Fixed Deposits (FDs)
  
• Bonds / Commercial Papers (CPs)
  
• Mutual Funds (MFs)
  
• PMS & AIFs
  
• Structured Products
  
• Build long-term, trust-based relationships with CFOs, promoters, and treasury heads
  
• Identify and understand client needs, risk appetite, and liquidity preferences to offer

  tailored investment solutions

• Deepen wallet share from existing clients through effective cross-selling and upselling
  
• Maintain regular engagement and review meetings with key clients
  
• Collaborate with product, compliance, and operations teams to deliver seamless service
  
• Track market developments and regulatory changes to stay relevant in client conversations
  
• Maintain complete compliance with regulatory and internal risk frameworks
  

Key Skills and Qualifications:

• Graduate / Postgraduate in Finance / Business / Economics
  

• NISM Series V-A certification

  (mandatory or to be acquired shortly)
• 5–10 years of experience in

  Wealth Management, Institutional Sales, or Corporate Treasury Sales

• Strong understanding of

  financial markets

  , fixed income, mutual funds, alternative investments (PMS, AIFs)
• Strong network and relationships in the

  corporate / institutional / family office ecosystem

• Excellent communication, negotiation, and interpersonal skills
  
• Self-motivated, target-driven, and client-focused approach
  

Preferred Backgrounds:

• Experience with Banks, NBFCs, Mutual Funds, or Boutique Wealth Firms
  
• Prior exposure to handling

  Family Offices, Corporate Treasuries, or Institutional clients

What We Offer:

• Opportunity to work with a market-leading NBFC / Wealth Platform
  
• Exposure to HNI/UHNI, institutional and treasury clients
  
• Competitive compensation with attractive performance-linked incentives
  
• Professional growth, upskilling opportunities, and leadership exposure