We are looking for an experienced
Senior Relationship Manager
with a solid background in
Mutual Funds, Wealth Management, Private Banking, or Institutional Client Relationships
.

The candidate should have directly managed relationships with
Family Offices, Ultra HNIs, HNIs, Institutions, and Private Banks
, with proven experience in building and managing meaningful investment relationships.

This is
not a pure mutual fund distribution or IFA channel-sales role
. We are looking for professionals who has directly engaged with sophisticated investors and key decision-makers.

Key Responsibilities
- Build and manage relationships with
Family Offices, Ultra HNIs, HNIs, Institutions, and Private Banks
.
- Develop new investor relationships through existing networks, referrals, and targeted business development.
- Understand clients' investment objectives, portfolio requirements, and risk appetite.
- Present the firm's investment philosophy, products, and strategies to prospective and existing investors.




- Build long-term relationships with investors and drive asset mobilisation and retention.
- Conduct regular client meetings, portfolio discussions, and investment updates.
- Work closely with the investment team to communicate portfolio positioning and market views.
- Maintain a strong pipeline of prospective investors and systematically track conversions.
- Deepen existing relationships and identify opportunities to increase wallet share.

Candidate Profile
- 8–10 years of relevant experience
in Mutual Funds, Wealth Management, Private Banking, Family Offices or Institutional Relationship Management.
- Strong existing relationships with
Family Offices, UHNIs and sophisticated investors
.
- Experience dealing directly with senior decision-makers, promoters, entrepreneurs, CIOs and investment professionals.
- Strong understanding of capital markets, mutual funds and investment products.
- Proven track record of raising and retaining assets.
- Strong communication, presen

📌 Senior Relationship Manager (Mumbai)
🏢 Oaklanecapital
📍 Mumbai