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Sperton Global AS career site
India

Strategic Relationship Manager – Promoter & UHNI Outreach

Looking for a wealth RM skilled in promoter outreach and deal intelligence.”

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


Locations
India
Job location
Mumbai
Picture of Rachna Uppal
Contact Rachna Uppal Assistant Manager - Talent Acquisition

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India

Strategic Relationship Manager – Promoter & UHNI Outreach

Looking for a wealth RM skilled in promoter outreach and deal intelligence.”

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