Job Summary

We are looking for a highly motivated and results-driven Relationship Manager – Sales (Unlisted Shares) to identify, acquire, and manage relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, Wealth Managers, and Institutional Investors. The role involves marketing and distributing pre-IPO and unlisted equity investment opportunities while delivering exceptional client service and achieving sales targets.

Key Responsibilities

Client Relationship Management

- Build, maintain, and strengthen relationships with HNIs, UHNIs, Family Offices, Wealth Managers, and Institutional Investors.
- Develop long-term relationships to drive business growth and investor satisfaction.

Product Expertise

- Develop a solid understanding of unlisted equities, including business models, valuation methodologies, liquidity timelines, and associated risks.
- Effectively present investment opportunities and address client queries.

Client Servicing

- Guide clients through the entire investment process, from onboarding to post-investment support.
- Ensure seamless execution of transactions and prompt resolution of client concerns.

Sales Strategy

- Develop and implement sales strategies to expand the client base and achieve revenue targets.
- Identify and capitalize on new business opportunities.

Market Intelligence

- Stay updated on private market trends, upcoming IPOs, regulatory developments, and competitor activities.
- Identify emerging investment opportunities within the unlisted market.

Reporting & Analysis





- Maintain accurate records of client interactions, sales activities, and deal pipelines.
- Prepare regular reports on sales performance and client engagement.

Cross-Selling

- Promote additional financial and investment products to existing and prospective clients.
- Support overall business growth through effective cross-selling initiatives.

Qualifications & Experience

- Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field.
- Minimum 3 years of experience in Financial Services, Wealth Management, Private Equity, Capital Markets, or Unlisted Equity Distribution.
- Proven track record of sourcing and closing high-value investment transactions.
- Strong understanding of capital markets, pre-IPO companies, and regulations related to unlisted securities.

Required Skills

- Strong sales and relationship management skills.
- Excellent communication, presentation, and interpersonal abilities.
- Analytical mindset with strong attention to detail.
- Self-motivated and capable of working independently.
- High level of integrity, professionalism, and client focus.

What We Offer

- Opportunity to work in the growing pre-IPO and unlisted equity investment sector.
- Exposure to high-net-worth investors and premium investment opportunities.
- Competitive compensation and performance-based incentives.
- Professional growth and career advancement opportunities.

Pay: ₹500,000.00 - ₹700,000.00 per year

Benefits:

- Cell phone reimbursement
- Paid sick time
- Provident Fund

Work Location: In person

📌 Relationship Manager – Sales: Unlisted Shares (India)
🏢 Kiara Global Services
📍 India