๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ญ๐ฐ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ฑ-๐ญ๐ฐ ๐๐ฃ๐)
Experience: 5+ yrs
Location: Bengaluru, Karnataka, India
As a Relationship Manager, you will be the primary liaison between the firm and its high-net-worth and institutional clients, driving portfolio growth and ensuring exceptional service delivery. You will leverage deep expertise in equity broking, capital markets, and wealth management to advise on investment strategies, optimise trade execution, and manage risk profiles. Your role will involve coordinating crossโfunctional teams to deliver tailored solutions, monitoring market developments, and maintaining strong client relationships through proactive communication. You will also play a key role in business development, identifying new opportunities within the existing client base and expanding the firmโs market footprint in Bengaluru.
Requirements
๐๐ฒ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐
โขCultivate and maintain relationships with high-net-worth and institutional clients, understanding their investment goals and risk appetite
โขProvide strategic equity research, trade recommendations, and portfolio construction advice aligned with client objectives
โขExecute equity orders and manage trade logistics, ensuring accuracy, timing, and cost-efficiency across multiple platforms
โขMonitor client portfolios, perform performance reviews, and recommend rebalancing or hedging strategies in line with market conditions
โขCollaborate with research, trade execution, and compliance teams to deliver end-to-end client solutions
โขDevelop and present investment proposals, market commentary, and product updates to client advisory committees
โขIdentify cross-selling opportunities for fixed income, derivatives, and alternative investment products within the client portfolio
โขTrack and analyze client activity, creating detailed reports and dashboards to inform senior management decisions
โขParticipate in regulatory and compliance initiatives, ensuring all client interactions meet industry standards
โขLead client onboarding processes, including KYC, AML checks, and account structuring, to ensure seamless service delivery
๐ช๐ต๐ฎ๐ ๐ ๐ฎ๐ธ๐ฒ๐ ๐ฌ๐ผ๐ ๐ฎ ๐๐ฟ๐ฒ๐ฎ๐ ๐๐ถ๐
โขExtensive experience (5+ years) in equity broking and capital markets, with a proven track record of client portfolio growth
โขStrong knowledge of wealth management fundamentals, including asset allocation, risk profiling, and portfolio optimization
โขDemonstrated ability to build and sustain relationships with high-net-worth and institutional clients in a competitive market
โขProficiency in using trading platforms, market data tools, and client relationship management (CRM) systems
โขExcellent communication and presentation skills, capable of translating complex market insights into actionable client advice
โขFamiliarity with regulatory frameworks (SEBI, RBI) and strong compliance mindset
โขProven analytical skills, able to synthesize market data, perform valuation, and generate investment theses
โขResults-oriented mindset with a history of meeting or exceeding sales and revenue targets
โขTeam player who collaborates effectively across research, operations, and compliance departments
โขAdaptable and continuously learning, staying updated on market trends, product innovations, and regulatory changes.