Wealth Relationship Manager (India)

Wealth Relationship Manager (India)

06 Aug
|
Supremus Angel
|
India

06 Aug

Supremus Angel

India

Job Title: Wealth Relationship Manager

Location: Malad
Company: Supremus Angel LLP
Employment Type: Full-Time
Open Positions: Multiple Opening
Experience: 4–5 years (Experience Finances service or Investment Advisory roles)
Salary: Best in Industry Standard +commensurate with experience + Performance based Incentive

About Supremus Angel LLP

Supremus Angel LLP is a fast-growing private markets investment platform specialising in Early Equities, Pre-IPO, and Private Equity opportunities. We bridge the gap between retail and high-net-worth investors and high-potential companies, enabling investors to participate in early-stage investments with strong long-term return potential. Our mission is to democratise access to private market investments while maintaining the highest standards of research, integrity, and execution.

What You Can Expect from Supremus Angel

At Supremus Angel, you will be part of a dynamic ecosystem operating at the intersection of research, capital, and long-term investing. We offer:

- Exposure to exclusive Pre-IPO and Private Equity investment opportunities
- Structured training on private markets, valuation, and deal assessment
- Performance-driven incentives with clear career growth opportunities
- Direct interaction with founders, promoters, and senior investors
- A collaborative and ethical work environment focused on learning, ownership, and execution

We empower our Relationship Managers with knowledge, credibility, and responsibility, enabling them to build meaningful investor relationships and long-term careers in private markets.

Job Summary

We are seeking experienced 3* Relationship Managers* with a strong background in financial product sales and wealth management. The role focuses on acquiring, and managing investors for Pre-IPO, Private Equity, and Wealth Management solutions, with a strong emphasis on high-ticket deal closures, portfolio management, and long-term relationship building.





Key Responsibilities

- Acquire, onboard, and manage HNI, Ultra HNI, NRI, and Retail investors
- Advise clients on a wide range of financial products and investment opportunities
- Manage, and review customized investment plans and portfolios, including Wealth Management solutions
- Educate and convert investors for Pre-IPO and Private Equity investments
- Lead client acquisition initiatives and build a strong investor pipeline
- Maintain strong post-investment relationships to drive repeat business, referrals, and portfolio expansion
- Enhance customer profitability, retention, and long-term business relationships
- Achieve assigned monthly and quarterly revenue and transaction targets
- Conduct regular follow-ups and investor engagement through calls, emails, and meetings
- Attend investor meets, networking forums, and industry events for lead generation

Required Qualifications & Skills

Experience

- 5–6years of experience in financial product sales or wealth management or Investment Advisory roles
- Hands-on exposure to one or more of the following:
- Pre-IPO / Unlisted Shares
- Alternative Investment Funds (AIFs)
- Portfolio Management Services (PMS)
- Mutual Funds.

Education

- Bachelor’s degree in Finance, Commerce, Economics, or Management (finance background preferred)

Core Skills

- Strong understanding of capital markets and investment products
- Excellent communication, negotiation, and consultative selling skills
- Proven ability to close high-ticket investment deals
- Target-driven mindset with strong follow-up and relationship management abilities

Personal Attributes

- Self-motivated, ethical, and results-oriented
- Ability to work independently in a rapid-paced, performance-driven environment
- Strong desire to continuously upgrade financial and market knowledge

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹50,000.00 per month

Education:

- Bachelor's (Required)

Experience:

- Sales: 1 year (Preferred)

Work Location: In person

📌 Wealth Relationship Manager (India)
🏢 Supremus Angel
📍 India

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