# Business Development - Wealth Management Partnerships

> Weekday AI · Mumbai, India · Full-time · Posted 2026-04-20

**Salary:** INR 1,800,000–2,500,000

**Workplace:** on_site

**Department:** Weekday's Client via platform

## Description

**This role is for one of the Weekday's clients**

**Salary range: Rs 1800000 - Rs 2500000 (ie INR 18-25 LPA)  
  
**Min Experience: 5 years

Location: Mumbai

JobType: full-time

We seek an experienced wealth management professional with extensive expertise in handling portfolios exceeding ₹100 Cr for UHNI/HNI clients and family offices. The ideal candidate possesses strong connections with top wealth platforms and has a demonstrated ability to enhance product adoption among sophisticated investor groups.

## Requirements

**Key Responsibilities**

-   Establish and nurture strategic partnerships with wealth management firms, family offices, PMS/AIF platforms, and financial advisors.
-   Accelerate revenue growth by broadening the distribution of structured fixed income investment products through partner networks.
-   Forge new business relationships within the HNI/UHNI wealth sector and reinforce existing institutional partnerships.
-   Lead and guide a team focused on partner engagement, deal execution, and client service delivery.
-   Ensure smooth transaction processing, adherence to SLAs, and compliance with regulatory requirements throughout all partner interactions.

### **Qualifications**

-   At least 5 years of experience in private wealth management, institutional sales, or financial product distribution.
-   Demonstrated success in meeting and surpassing revenue targets within the financial services industry.
-   MBA, CA, or B.Com degrees preferred, along with specialized certifications such as NISM V-A or Certified Wealth Manager (CWM).
-   Additional professional certifications (e.g., CFA, CA, FRM, CFP) are considered a plus.  
    

### **Benefits & Perks**

-   Opportunity for direct interaction and collaboration with senior leadership and key stakeholders across the financial services sector.
-   An entrepreneurial work environment that promotes high ownership and substantial decision-making authority.
-   The chance to play a significant role in the growth and strategic direction of a rapidly expanding organization.

### **Required Skills**

Relationship Management | Debt Investment | Financial Markets | Structured Investments | Fixed Income Products | Financial Communication | Analytical Skills | Presentation Skills | Stakeholder Management | Entrepreneurial Mindset

### Skills

Wealth Management

Portfolio Management

Investment Portfolios

Portfolio Optimization

NISM V-A

## Apply

[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/8EC607B745/apply)

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