HER CAPITAL

Head of Member Relationships

Location: Pune, India

Reports to: Founding Chair, HER Capital

Experience: 1+ years

Certification: NISM Series V A, and a valid EUIN or immediate eligibility

Team: Two relationship managers in year one, growing with each Circle

ABOUT THE ROLE

HER Capital is a membership programme for women who hold wealth in their own names and have never been the person who decides about it. Twenty five members to a Circle, meeting monthly across twelve months, working through their own financial position. Nothing is ever solicited inside the room.

This role leads the member relationship function, the people each member calls about her own money. It exists because in most Indian households a woman's wealth is handled through a relationship built with her husband, her father or her brother, in which she is copied rather than consulted.

The person in this role is accountable to the member, and to nobody else in her family. That single sentence is the job.

JOB RESPONSIBILITIES The member's own position

- Own the member relationship end to end, from her first conversation through to the annual family review that she chairs.
- Assemble each member's complete position, every account, deposit, property, policy, fund, share and business interest, traced across institutions and consolidated into one document. For most members this has never previously existed.
- Run the access audit: where she is first holder and where she is second, which nominations are missing or outdated, whether she holds her own banking relationship, cards and credit record.




- Lead the purpose conversation, helping her establish what each part of her money is actually for, and over what horizon, before any product is discussed.
- Prepare her written plan and complete the suitability documentation that sits behind every recommendation.
- Explain asset categories, how each behaves, what each costs and how each is taxed, in language she is never made to feel small for needing.
- Facilitate execution of the decisions she makes, in her name, as first holder, from her own account, under NRP's ARN.
- Maintain her dashboard and run the quarterly review cycle, and prepare the pack for the annual family review.
- Co ordinate the specialist panel, succession lawyer, chartered accountant, protection specialist, where a member needs one. Introducing and co ordinating them, never substituting for them.

LEADING THE FUNCTION

- Build, train and lead the relationship management team as Circles multiply, and define how this role is performed for everyone who follows.
- Design and maintain the operating standards: the ninety day sequence, the register format, the review pack, the file structure.
- Own the compliance boundary within the function absolutely, and escalate anything ambiguous to the named reviewer rather than resolving it locally.
- Report to the founders on completion measures, member retention and service quality, never on assets gathered.
- Work with the Head of Operations on calendars, member administration and the specialist panel, and with the founders on Circle design.

📌 Head of Member Relationships (Pune)
🏢 NRP Capitals
📍 Pune