Strategic Relationship Manager – Promoter & UHNI Outreach
Description
Job Title: Strategic Relationship Manager – Promoter & UHNI Outreach (
Location: Mumbai (with travel)
Job Type: Full-time
Working Days: Mon–Fri (8:30 AM–5:30 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 Founder’s 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
8–10 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