Relationship Manager

3 weeks ago

Bengaluru, Karnataka, India Nuvama Group Full time

Location: Bangalore

Education: Post Graduation/Preferably PGDM/MBA(Finance)

Vertical: Fixed Income Markets - Sales

Experience: 3-6 years (relevant)

Job Role / Responsibilities :

  • Responsible to be part of the growing fixed income sales team in South.
  • Responsible in connecting with Wealth Aggregators, IFAs, Family Offices, Corporate Treasuries, Start Ups, UHNIs…etc. Sharing, guiding and driving through the investment opportunities in Fixed Income.
  • Responsible for cultivating new client relationships
  • Responsible for servicing and increasing depth with a focussed approach.
  • Responsible for identifying clients' requirements, assessing their risk appetite and tailoring investment options accordingly, thereby contributing to the desk revenue
  • Coordinating with Head Office, Understanding about various securities or new opportunities available in the debt market. Liasoning the same with clients.
  • Responsible for sharing fixed income offers with clients, trying for deal conversion
  • Coordinating with Mid office, Banks. Responsible for smoother settlements of transactions
  • Being abreast with regular market updates.
  • Responsible for maintaining and updating client data at frequent intervals.
  • Responsible for achieving healthy revenues without compromising on clients' profitability.
  • Responsible for working on reports/customisation as per clients requirements(in terms of financials/Top Investors/Shareholding…etc)
  • Responsible for keeping a record of regular transactions and updating the same in Database.

Skills Required:

  • Strong inter/intra personal skills
  • Presentation skills
  • Self Starter and Ability/Agility to learn
  • Basics of Excel and Powerpoint
  • Aggressiveness towards Goal Completion
  • If candidate has basic understanding of Capital markets(Equity or Debt) will be an added advantage.

Language : If the candidate is aware of any south speaking languages(Kannada, Tamil, Malayalam, Telugu) will be an added advantage.

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