Wealth relationship manager (HNI) (India)

Wealth relationship manager (HNI) (India)

02 Aug
|
TechBOT AI software private
|
India

02 Aug

TechBOT AI software private

India

Company : TechBot AI Software Private Limited

Industry: Crypto Algorithmic Trading SaaS Software Platform

Location: Ahmedabad, Gujarat

Designation: Business Manager [HNI]

Employment: Full-Time

About TechBot

TechBot is a next-generation Technical Analysis & AI based Algo Trading SaaS Software platform.

Company has developed advanced Crypto Algorithmic Trading SaaS Software Platform that enables investors and traders to automate their trading using cutting-edge technology, AI, and data-driven analytics.

We are looking for a passionate finance professional who can build and manage relationships with High Net Worth Individuals (HNIs), Crypto investors, professional traders, and family offices.

Key Responsibilities

* Build and nurture relationships with HNI, UHNI, crypto investors, family offices, and active traders.

* Acquire new clients through networking, affiliates, referrals, strategic partnerships, and lead generation.

* Understand clients' investment objectives and introduce TechBot's Crypto Algo Trading solutions.

* Conduct product demonstrations and explain automated crypto trading platform in a simple and qualified manner.

* Guide clients through the onboarding process and maintain long-term relationships.

* Coordinate with technical and support teams to ensure excellent client service.

* Achieve business development and revenue targets.

* Keep clients updated on new product features, crypto market trends, and trading innovations.

Required Qualifications

* Bachelor's or Master's degree in Finance, Commerce, Economics, MBA (Finance), or related field.

* 2–6 years of experience in wealth management, capital markets, crypto trading, or financial advisory.

* Experience in handling HNI/UHNI clients is mandatory.

* Strong understanding of financial markets, cryptocurrencies, blockchain, digital assets, and investment products.

* Excellent communication, presentation, and relationship-building skills.

* Self-driven,



target-oriented, and client-focused.

Preferred Experience

Candidates from the following industries will be preferred:

* Crypto Exchanges

* Crypto Trading Platforms

* FinTech Companies

* Algorithmic Trading Companies

* Wealth Management Firms

* Investment Advisory Firms

* Stock Broking Companies

* Digital Asset Management Firms

* Family Offices

* Portfolio Management Services (PMS)

Preferred Skills

* Knowledge of Bitcoin, Ethereum, and other major cryptocurrencies.

* Understanding of spot and futures markets.

* Familiarity with crypto exchanges such as Binance, Bybit, OKX, or similar platforms.

* Basic knowledge of algorithmic trading, APIs, automated trading bots, and risk management.

* NISM, CFA, CFP, or other finance certifications will be an added advantage.

Compensation & Benefits

* Competitive Fixed Salary

* Attractive Performance-Based Incentives

* Career Growth in the Industry

* Opportunity to work with cutting-edge trading technology

* Dynamic and Innovation-Driven Work Culture

Who Should Apply?

We're looking for professionals who:

* Have experience managing HNI or affluent clients.

* Are passionate about financial markets and cryptocurrencies.

* Enjoy consultative selling and relationship management.

* Can confidently explain technology-driven investment solutions.

* Want to build a career in the rapidly growing Crypto Algo Trading ecosystem.

Apply Now

If you're passionate about crypto, finance, and building meaningful client relationships, we'd love to hear from you.

Join TechBot and help redefine the future of automated crypto investing.

Pay: ₹600,000.00 - ₹1,000,000.00 per year

Benefits:

- Flexible schedule

Application Question(s):

- Do you have experience in HNI account management & high scale investment?
- how many HNI clients you have handled and manage investment in financial investment products like MF, INSURANCE, CRYPTO, TRADING etc?

Work Location: Hybrid remote in Ahmedabad, Gujarat

📌 Wealth relationship manager (HNI) (India)
🏢 TechBOT AI software private
📍 India

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