Role Overview

The Manager will be responsible for building, managing, and scaling a high-quality distribution network of family offices, HNI & UHNI investors and partners for the company’s investment products. This role combines new investor acquisition with long-term relationship management, ensuring repeat investments, portfolio expansion, and sustained revenue growth through existing and new investors and distribution partners. Key Responsibilities: Client Relationship Management: Maintain strong, ongoing relationships with existing investors and distribution partners. Enable repeat investments, portfolio scaling, and cross-selling through proactive engagement and performance updates. Act as a single point of contact for key investors, ensuring high trust and retention. Investor Acquisition & Revenue Growth Drive current investor acquisition for company products and allied investment offerings.



Develop access to private capital pools via wealth managers, IFAs, RIAs, and strategic distribution partners. Enable capital origination through direct engagement with select private clients, UHNIs, and family offices. Structure investor pitches, explain product mechanics, risk-return profiles, and holding structures in a clear, compliant, and credible manner. Own revenue targets across new inflows, repeat investments, and upsell opportunities.

This is not complete desk job.

It involves b2b field sales and client visits.

Candidates with sales experience in bfsi are preferred

Prabhadevi, mumbai location

Virtual interview

Mumbai LOCATION

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Pay: ₹30,000.00 - ₹70,000.00 per month

Work Location: In person

📌 Wealth manager- bfsi industry (Mumbai)
🏢 Exzeo Software
📍 Mumbai