
Sr. Relationship Manager-Capital Market
4 weeks ago
Present Role – Senior Relationship Manager – Capital Markets
Reporting – Managing Director
Key Responsibilities
- Take over qualified leads passed on by the business development or marketing team
- Conduct discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams
- Create compelling proposals, manage commercial negotiations, and handle all aspects of deal structuring
- Drive deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction
- Work closely with advisory and execution teams to ensure smooth handoff and onboarding
- Track conversion metrics, maintain CRM hygiene, and provide regular updates to leadership
- Nurture long-term client relationships and identify upsell or cross-sell opportunities post-engagement
- Open to travel for business/client engagements across locations.
Required Skill Sets
- Strong communicator and negotiator, able to win trust and handle complex conversations
- Highly organized, with a goal-oriented and execution-driven mindset
- Understanding of financial advisory, fundraising, or professional services business models
- Analytical thinker with problem-solving skills
Qualifications
- MBA in Finance and Marketing
- Minimum 3-4 years of experience in B2B sales, transaction advisory, or consultative selling
- Proven track record of closing mid-to-high ticket deals independently
- Experience working with CRM tools and managing multiple opportunities simultaneous
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