Build and manage strategic partnerships with wealth managers, family offices, PMS/AIF platforms and advisors to expand distribution of structured fixed-income products. Drive revenue growth, lead partner engagement and a deal execution team, ensure transaction processing, SLAs and regulatory compliance, and cultivate HNI/UHNI and institutional relationships.
This role is for one of the Weekday's clients
Salary range: Rs 1800000 - Rs 2500000 (ie INR 18-25 LPA)
Min Experience: 5 years
Location: Mumbai
JobType: full-time
We seek an experienced wealth management professional with extensive expertise in handling portfolios exceeding ₹100 Cr for UHNI/HNI clients and family offices. The ideal candidate possesses strong connections with top wealth platforms and has a demonstrated ability to enhance product adoption among sophisticated investor groups.
Requirements
Key Responsibilities
- Establish and nurture strategic partnerships with wealth management firms, family offices, PMS/AIF platforms, and financial advisors.
- Accelerate revenue growth by broadening the distribution of structured fixed income investment products through partner networks.
- Forge new business relationships within the HNI/UHNI wealth sector and reinforce existing institutional partnerships.
- Lead and guide a team focused on partner engagement, deal execution, and client service delivery.
- Ensure smooth transaction processing, adherence to SLAs, and compliance with regulatory requirements throughout all partner interactions.
Qualifications
- At least 5 years of experience in private wealth management, institutional sales, or financial product distribution.
- Demonstrated success in meeting and surpassing revenue targets within the financial services industry.
- MBA, CA, or B.Com degrees preferred, along with specialized certifications such as NISM V-A or Certified Wealth Manager (CWM).
- Additional professional certifications (e.g., CFA, CA, FRM, CFP) are considered a plus.
- Opportunity for direct interaction and collaboration with senior leadership and key stakeholders across the financial services sector.
- An entrepreneurial work environment that promotes high ownership and substantial decision-making authority.
- The chance to play a significant role in the growth and strategic direction of a rapidly expanding organization.
Relationship Management | Debt Investment | Financial Markets | Structured Investments | Fixed Income Products | Financial Communication | Analytical Skills | Presentation Skills | Stakeholder Management | Entrepreneurial Mindset
SkillsWealth Management
Portfolio Management
Investment Portfolios
Portfolio Optimization
NISM V-A
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