Job Description

Relationship And Marketing Manager

Job highlights
10+ years in wealth management or private banking with strong family office network

Manage investor relationships, acquire new investors, and coordinate events
Job match score

Early Applicant

Key Skills

Location

Work Experience

10 – 20 Years

1 Vacancy

Not disclosed

Mumbai
Must have key skills
presentation skills,marketing,relationship management,private banking,wealth management
Other key skills
direct marketing,business development,retail sales,relationship marketing,corporate sales,sales,sales executive activities,selling,direct sales
Job description
What you’ll do
Key Responsibilities:
Investor Relationship Management:
Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support.
Investor Acquisition & Marketing:
Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking.
Strategic Communication:
Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy.
Event Management:
Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors.
Market Intelligence:
Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy.

Qualifications & Skills:
10+ years of experience in wealth management, private banking, or working with family offices.
Strong network within the family office and HNI/UHNI investor ecosystem.
Proven ability to build trust and long-term relationships with sophisticated investors.
Excellent interpersonal, communication, and presentation skills.
Self-starter with a strategic mindset and execution-driven approach.

Industry type
Defence & Aerospace
Department
Sales & Business Development
Role
Business Development Manager (BDM)
Role category
BD / Pre Sales
Employment type
Full Time, Permanent
Education
Any Graduate, Any Postgraduate, Doctorate Not Required

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Business Development Manager (BDM), Mumbai

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