Strategic Relationship Manager – Promoter & UHNI Outreach
Navi MumbaiFull-time8–10 yrsPosted open since nov 2025
Senior finance role at Sperton Global AS in Navi Mumbai. Needs 8–10 years.
About the role
The role involves targeting promoters, founders, and UHNI clients, identifying recent liquidity events, and setting qualified strategic meetings for the Founder & CEO. The ideal candidate comes from wealth management/private banking with a strong calling background and deep understanding of wealth products.
What you'll do
- Strategic Outreach & Meeting Generation
- Identify promoters, founders, and UHNI clients with recent liquidity events (IPOs, ESOP exits, stake sales, real estate exits, M&A deals)
- Set up qualified, high-value meetings for the Founder & CEO
- Networking & Market Intelligence
- Track IPO filings, deal alerts, PE/VC exits, and market developments
What you need
- Wealth management
- M&A
- Sales