Capital RM at Weekday AI

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Capital RM at Weekday AI. This role is for one of the Weekday's clients. Salary range: Rs 2000000 - Rs 4200000 (ie INR 20-42 LPA). Min Experience: 10 years. JobType: full-time. This role focuses on . acquiring and managing Ultra-High-Net-Worth Individuals (UHNI). and . corporate relationships. across India. It requires deep expertise in . relationship management, strategic advisory, and financial solutions. , with the ability to deliver exceptional service and build long-term strategic partnerships. The position plays a pivotal role in driving business growth for a rapidly scaling platform.. Key Responsibilities. 1. Relationship Management. . Build, nurture, and strengthen relationships with UHNI clients, family offices, and corporate entities. . . Develop trust-based partnerships with decision-makers and stakeholders within UHNI and corporate groups. . . Deliver personalized, high-quality service tailored to clients’ financial needs and aspirations. . . 2. Investment Management. . Understand the full suite of financial products and investment management solutions. . . Create customized, high-value portfolios aligned with client goals and market conditions. . . Regularly review, monitor, and optimize portfolios to ensure performance and client satisfaction. . . 3. Strategic Sales & Cross-Selling. . Identify opportunities for cross-selling and referrals across investment management products. . . Expand client portfolios and deepen client engagement. . . 4. Team Collaboration & Leadership. Work closely with internal teams, including Fund Managers, Product Specialists, and Operations, to deliver holistic client solutions. . 5. Business Development & Networking. . Proactively explore new business opportunities and build a pipeline of UHNI and corporate clients. . . Leverage networks, referrals, and industry relationships to grow client coverage. . . Stay abreast of industry trends, regulatory updates, and market dynamics to provide relevant, timely advice. . . Desired Profile. Education. . MBA from a premier business school or Chartered Accountant (CA). . . 10+ years of relevant experience. . . Experience & Skills. . Proven track record in managing UHNI and corporate relationships within . Wealth Management, Asset Management, or Corporate Banking. . . . Strong, established network with UHNIs, family offices, and corporate decision-makers across India. . . In-depth understanding of financial products, asset classes, and investment strategies. . . Ability to simplify complex financial concepts into clear, actionable client advice. . . Entrepreneurial mindset with high energy, self-motivation, and resilience in fast-paced environments. . . Excellent communication, presentation, and negotiation skills. . . Strategic thinker with the ability to build . long-term, value-driven relationships. . . . Core Skills. . Relationship Management . . Wealth Management / Capital Markets . . Corporate Banking / Asset Management . . Investment Advisory . . Business Development & Networking. . Company Location: India.