Relationship Manager - Family Office

Relationship Manager - Family Office Lead (DVP/VP)

This role is responsible for building and managing relationships with family offices across India.

Role & Responsibility:

- Build, own & deepen relationships with the leading family offices in India.

- Map key stakeholders (CIOs, Investment Leads, Promoters) within family offices.

- Create structured coverage models (Tier 1 / Tier 2 Family offices).

- Maintain a strong pipeline of active & prospective investors.

Investor Origination & Conversion:

- Stage 1: Identify Family Offices that will participate in our Equity QIP and NCDs.

- Stage 2: Once legal go-ahead on doing fee-based income is attained, then: end-to-end deal execution from pitch to closure and follow-ups to convert soft commitments into firm allocations.

Strategic Relationship Management:

- Stage 1: Position the firm as a preferred issuer / partner for family offices.

- Stage 2: Once legal go-ahead on doing fee-based income is attained, then: conduct closed-door meets and thematic sessions.