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 Solid research min

📌 Strategic Relationship Manager – Promoter UHNIOutreach (Pune)
🏢 Sperton Global AS
📍 Pune