Strategic Relationship Manager – Promoter & UHNI Outreach

Sperton Global AS; Navi Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Benefits offered by this job

ESOPs

Close interaction with Founder & CEO

Exposure to promoter networks

Fast career progression

Job summary

Sperton Global AS in Mumbai is seeking a Strategic Relationship Manager for the Founder’s Office to lead outreach to promoters, UHNI clients, and wealth entities across India. You will identify liquidity events and set up strategic meetings for the Founder & CEO, working within a high-exposure environment.

The ideal candidate has 8–10 years in wealth management with strong calling experience and deep knowledge of wealth products, ready to engage premium clients and navigate complex markets.

Qualifications

• 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.

Responsibilities

• Identify promoters, founders and UHNI clients with liquidity events.
• Set up qualified, high-value meetings for the Founder & CEO.
• 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.

Skills

Communication

Persuasion

Pitching skills

Relationship building

Market awareness

Job description

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 strong 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