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 solid 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
- Strong research mindset and ability to track market liquidity events
- High confidence in UHNI/premium client interactions
- Market awareness (IPOs, PE deals, exits, M&A;)
- Strong follow-up discipline and relationship-building instinct

What the Client Offers

- ESOPs
- Close working with Founder & CEO
- High exposure to promoter networks & UHNI ecosystem
- Zero-politics environment
- Fast career progression in a dynamic setup

📌 Strategic Relationship Manager – Promoter & UHNI Outreach (Navi Mumbai)
🏢 Sperton Global AS
📍 Navi Mumbai