Private Wealth- Relationship Manager

Weekday AI (YC W21); Maharashtra; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

A growing financial services firm in Mumbai is seeking an Associate to drive the distribution and growth of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). This role entails building strong relationships with stakeholders across private banks and wealth platforms while ensuring compliance with regulations. The ideal candidate will have proven experience in private wealth and consultative sales, alongside excellent communication skills. This is a full-time position offering competitive compensation.

Qualifications

• Proven experience working with private wealth, banking channels, or institutional distribution for investment products.
• Strong understanding of AIF and PMS structures, regulations, and distribution models.
• Excellent communication and presentation skills.

Responsibilities

• Build and manage strategic relationships with senior stakeholders.
• Drive AIF and PMS sales by engaging closely with Private Bankers.
• Conduct regular training programs and product workshops.
• Achieve assigned sales targets through new business development.

Skills

Experience with private wealth

Consultative sales skills

Strong communication skills

Relationship management

Market awareness

Job description

Salary range: Rs 1200000 - Rs 2500000 (ie INR 12-25 LPA)

Minimum Experience: 3 years

Location: Mumbai

Job Type: Full-time

This role focuses on driving the distribution and growth of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) through private wealth and banking channels. You will play a critical role in building strong relationships with senior stakeholders across private banks, wealth platforms, and family offices, while positioning investment products effectively to achieve sustained inflows and long-term partnerships. The role requires a strong understanding of private wealth dynamics, regulatory frameworks, and consultative selling.

Key Responsibilities

• Build and manage strategic relationships with senior stakeholders across private banks, wealth management firms, family offices, and advisory platforms
• Drive AIF and PMS sales by engaging closely with Private Bankers, Wealth Relationship Managers, and Investment Advisors
• Collaborate with product teams of wealth platforms to ensure product visibility, inclusion in recommended portfolios, and participation in internal forums
• Conduct regular training programs, product workshops, and portfolio discussions to strengthen advisor understanding and conviction
• Work closely with internal product, operations, and compliance teams to ensure smooth onboarding, reporting, and client servicing
• Achieve assigned sales targets through a balanced focus on new business development and deepening existing relationships
• Track market trends, competitor activity, and client requirements to refine sales pitches and product positioning
• Ensure strict adherence to regulatory requirements and internal compliance standards, including SEBI guidelines and risk protocols

What Makes You a Great Fit

• Proven experience working with private wealth, banking channels, or institutional distribution for investment products
• Strong understanding of AIF and PMS structures, regulations, and distribution models
• Ability to engage senior stakeholders such as investment counsellors, product gatekeepers, and advisory heads
• Demonstrated success in B2B relationship management and consultative sales environments
• Excellent communication and presentation skills, with experience conducting training and product sessions
• Strong market awareness and the ability to translate investment themes into compelling value propositions
• High level of professionalism, integrity, and compliance orientation
• Self-driven, target-focused, and capable of managing complex stakeholder relationships independently

Seniority Level

Associate

Employment Type

Full-time

Job Function

Other

Industries

IT Services and IT Consulting