Capital RM

This role is for one of the Weekday's clients

Salary range: Rs 2000000 - Rs 4200000 (ie INR 20-42 LPA)

Min Experience: 10 years

JobType: full-time

This role focuses on acquiring and managing Ultra-High-Net-Worth Individuals (UHNI) and corporate relationships across India. It requires deep expertise in relationship management, strategic advisory, and financial solutions, with the ability to deliver exceptional service and build long-term strategic partnerships. The position plays a pivotal role in driving business growth for a rapidly scaling platform.

Key Responsibilities

1. Relationship Management

• Build, nurture, and strengthen relationships with UHNI clients, family offices, and corporate entities.
• Develop trust-based partnerships with decision-makers and stakeholders within UHNI and corporate groups.
• Deliver personalized, high-quality service tailored to clients’ financial needs and aspirations.

2. Investment Management

• Understand the full suite of financial products and investment management solutions.
• Create customized, high-value portfolios aligned with client goals and market conditions.
• Regularly review, monitor, and optimize portfolios to ensure performance and client satisfaction.

3. Strategic Sales & Cross-Selling

• Identify opportunities for cross-selling and referrals across investment management products.
• Expand client portfolios and deepen client engagement.

4. Team Collaboration & Leadership

• Work closely with internal teams, including Fund Managers, Product Specialists, and Operations, to deliver holistic client solutions.

5. Business Development & Networking

• Proactively explore new business opportunities and build a pipeline of UHNI and corporate clients.
• Leverage networks, referrals, and industry relationships to grow client coverage.
• Stay abreast of industry trends, regulatory updates, and market dynamics to provide relevant, timely advice.

Desired Profile

Education

• MBA from a premier business school or Chartered Accountant (CA).
• 10+ years of relevant experience.

Experience & Skills

• Proven track record in managing UHNI and corporate relationships within Wealth Management, Asset Management, or Corporate Banking.
• Strong, established network with UHNIs, family offices, and corporate decision-makers across India.
• In-depth understanding of financial products, asset classes, and investment strategies.
• Ability to simplify complex financial concepts into clear, actionable client advice.
• Entrepreneurial mindset with high energy, self-motivation, and resilience in fast-paced environments.
• Excellent communication, presentation, and negotiation skills.
• Strategic thinker with the ability to build long-term, value-driven relationships.

Core Skills

• Relationship Management
• Wealth Management / Capital Markets
• Corporate Banking / Asset Management
• Investment Advisory
• Business Development & Networking