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 Solid 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