Oaklanecapital
Website:
oaklanecapital.com
Job details:
We are looking for an experienced Senior Relationship Manager with a strong background in Mutual Funds, Wealth Management, Private Banking, or Institutional Client Relationships.
The candidate should have directly managed relationships with Family Offices, Ultra HNIs, HNIs, Institutions, and Private Banks, with proven experience in building and managing meaningful investment relationships.
This is not a pure mutual fund distribution or IFA channel-sales role. We are looking for professionals who has directly engaged with sophisticated investors and key decision-makers.
Key Responsibilities
- Build and manage relationships with Family Offices, Ultra HNIs, HNIs, Institutions, and Private Banks.
- Develop new investor relationships through existing networks, referrals, and targeted business development.
- Understand clients' investment objectives, portfolio requirements, and risk appetite.
- Present the firm's investment philosophy, products, and strategies to prospective and existing investors.
- Build long-term relationships with investors and drive asset mobilisation and retention.
- Conduct regular client meetings, portfolio discussions, and investment updates.
- Work closely with the investment team to communicate portfolio positioning and market views.
- Maintain a strong pipeline of prospective investors and systematically track conversions.
- Deepen existing relationships and identify opportunities to increase wallet share.
Candidate Profile
- 8–10 years of relevant experience in Mutual Funds, Wealth Management, Private Banking, Family Offices or Institutional Relationship Management.
- Strong existing relationships with Family Offices, UHNIs and sophisticated investors.
- Experience dealing directly with senior decision-makers, promoters, entrepreneurs, CIOs and investment professionals.
- Strong understanding of capital markets, mutual funds and investment products.
- Proven track record of raising and retaining assets.
- Strong communication, presentation and relationship-management skills.
- Ability to independently originate and manage high-value client relationships.
Preferred Background
Candidates may come from:
- Mutual Fund / AMC
- Wealth Management
- Private Banking
- Family Office
- Institutional Sales / Institutional Relationship Management
- UHNI Wealth Platforms
Job Location: Mumbai and Pune
Click on Apply to know more.
