Wealth Manager – Investment Syndication (HNI Sales)

Location: Mumbai (candidates from other cities open to relocation)
Experience Required: 8+ years
Salary: ₹20 – 35 LPA (based on experience)
Employment Type: Full-time
Notice Period: Immediate to 30 days

About the Role

We are a SEBI-registered Category I Merchant Banker executing placements, IPOs, Pre-IPOs, and primary & secondary fundraising transactions for growth-stage Indian companies. We are hiring a Manager to build and own a personal book of high-net-worth (HNI/UHNI) individual investors, pitch investment opportunities directly to them, and close subscriptions.

This is a client-facing investment sales and relationship-closing role — not a research, advisory, or portfolio management position.

What You Will Do

- Build and personally own a pipeline of 100+ mid-HNW individual investors (₹10–15 Cr portfolios)
- Pitch fundraising deals — IPO, Pre-IPO, AIF, PMS, private equity/venture capital, structured products — directly to individuals, in plain, jargon-free language
- Lead one-on-one meetings, calls, and small group investor briefings (8–15 people)
- Close subscriptions with ticket sizes of ₹25 Lakh – ₹1 Crore per investor
- Own the full closing cycle — KYC, agreements, and payment coordination
- Convert every closed deal into referrals for future opportunities
- Meet 25+ investors per month, with a robust preference for in-person meetings
- Maintain accurate CRM records and submit weekly progress reports

Targets You Will Be Expected to Hit





- ₹2 Crore+ in signed subscriptions per month by Month 6
- ₹4 Crore+ in signed subscriptions per month by Month 12
- 100+ qualified HNI/UHNI contacts in CRM within 3 months
- 8+ new investor contacts added monthly, primarily via referrals

What We're Looking For

- 8+ years of personally building HNI/UHNI relationships and directly closing investment product sales (IPO, Pre-IPO, AIF, PMS, PE/VC, structured products, debt/equity) — not research, valuation, due diligence, or advisory support roles
- CFA Level II cleared at minimum; Level III preferred
- An existing personal network of 30–50+ active HNI/UHNI individuals who currently trust your investment recommendations
- Ability to explain complex investment products in simple, jargon-free language to non-finance professionals (business owners, doctors, CAs) in under 5 minutes
- Comfortable with a target-driven, high-accountability role with aggressive monthly closing goals
- Willingness to travel locally for frequent in-person investor meetings

What You Should NOT Apply For This Role If

- You have primarily worked in financial research, valuation, financial modelling, or deal execution support without direct client-facing sales experience
- You do not currently have an active personal network of HNI/UHNI individual investors
- You are looking for a portfolio management or financial planning advisory role

Pay: ₹2,000,000.00 - ₹3,000,000.00 per year

Work Location: In person

📌 Wealth Manager (India)
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