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Wealth Relationship Manager

₹60,000 - ₹70,000 a month
Experience: 5-8 Years

Job Description

Supremus Angel LLP, a leading private markets investment platform, is seeking multiple experienced Wealth Relationship Managers to join our team in Malad, Mumbai. This is a full-time, high-impact role focused on acquiring and managing high-net-worth and ultra-HNI investors for exclusive opportunities in Pre-IPO, Private Equity, and Wealth Management solutions. You will be empowered with deep market knowledge and training to build a robust book of investors, manage portfolios, and drive long-term relationships in a dynamic, performance-driven environment.

Key Responsibilities:
• Acquire, onboard, and manage a portfolio of HNI, Ultra-HNI, NRI, and retail investors for high-value private market investments.
• Advise clients on a comprehensive suite of financial products, including Pre-IPO, Private Equity, AIFs, PMS, and Wealth Management solutions.
• Develop customized investment plans, conduct regular portfolio reviews, and provide strategic advice to optimize client outcomes.
• Lead investor acquisition initiatives through networking, attending industry events, and building a strong, sustainable pipeline.
• Build and maintain long-term, trusted relationships through exceptional post-investment service to ensure client retention, repeat business, and referrals.
• Achieve and exceed assigned monthly and quarterly revenue, investment, and transaction targets.

What We Offer:
• Exposure: Direct access to exclusive Pre-IPO and Private Equity deals, with interactions with founders and senior investors.
• Training: Structured learning on private markets, valuation, and deal assessment.
• Compensation: A competitive base salary with a best-in-industry performance-based incentive structure.
• Growth: A clear career progression path in a fast-growing, collaborative, and ethical ecosystem.

Skill Requirement

We are looking for a self-motivated, target-driven professional with a proven track record in high-value financial advisory. The ideal candidate is an excellent communicator, possesses deep market knowledge, and thrives in a fast-paced, results-oriented environment.

Required Qualifications & Skills:
• Experience: 5–7 years of hands-on experience in financial product sales, wealth management, or investment advisory roles.
• Domain Expertise: Practical exposure to at least one of the following areas is required: Pre-IPO/Unlisted Shares, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), or Mutual Funds.
• Education: A Bachelor’s degree in Finance, Commerce, Economics, or Management is required. A finance background is preferred.
• Core Skills:
• Strong understanding of capital markets and investment products.
• Excellent communication, negotiation, and consultative selling skills.
• Proven ability to close high-ticket investment deals and manage investor relationships.
• Target-driven mindset with strong follow-up and pipeline management capabilities.
• Personal Attributes: Must be ethical, self-motivated, results-oriented, and possess a strong desire to continuously upgrade financial knowledge.

Job Type: Full-time, Permanent
Pay: ₹60,000.00 – ₹70,000.00 per month
Work Location: In person, Malad, Mumbai, Maharashtra

Category: Private Sector

Job Types: Full-time

Pay: ₹60,000 - ₹70,000 a month

Experience: 5-8 Years

City: Maharashtra, Malad, Mumbai

Address: Office no 322 A, LODHA SUPREMUS 2, wing MIDC, Road No. 22, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604

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