Relationship Manager- B2B

Job Description

We are looking for a high-performing Relationship Manager to lead investor engagement, AUM growth, and advisory for our high-net-worth clientele. You will be at the forefront of India’s transition from traditional wealth to regulated digital assets, leveraging our DIAS platform and global investment partners. Key ResponsibilitiesSource, onboard, and manage HNIs, UHNIs, and Family Offices.Source, onboard and manage IFAs/ NDs/ regional distributorsOffer strategic advice on portfolio diversification using regulated digital asset products.Build deep client relationships through trust-based advisory, regular reviews, and proactive service.Understand investor suitability and ensure all allocations meet compliance, LRS, and risk parameters.Liaise with the Investment Desk to deliver bespoke recommendations.Generate AUM growth through wallet share expansion and cross-product penetration.Maintain CRM records, investor communication logs, and performance reports.Represent the firm at wealth events, webinars, and private investor sessions. Required Skills & QualificationsBachelor’s degree in Finance, Business, or Economics. MBA or CFP/CWM preferred.5–8 years’ experience in wealth management, PMS, private banking, or investment advisory.Proven track record of managing ₹100–500 Cr+ AUM across affluent client portfolios through channel partners.Deep understanding of financial products: Mutual Funds, PMS, AIFs, Global Investments.Comfort with new-age solutions: Bitcoin ETFs, GIFT City accounts, international portfolios.Client-first mindset with strong communication, presentation, and sales closure skills.High integrity, compliance-oriented, and capable of managing long-term client trust. Preferred AttributesExperience working with a regulated or SEBI-registered entity.Understanding of digital asset market dynamics and macro investment themes.Comfort with CRM tools (e.g., Zoho CRM), digital onboarding tools, and investor dashboards. Please send your CVs at saurabh@9point.capital