Relationship Manager

4 weeks ago

Mumbai, Maharashtra, India Tip Sons Full time

About the Role:

- We are seeking an experienced Corporate Treasury & Family Office Relationship Manager to interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries. The role involves managing investor relationships, creating and marketing fixed income solutions, and delivering customized investment products.

- The ideal candidate will have a strong understanding of family office requirements, debt instruments, and fixed income products.

Key Responsibility Areas (KRA):

- Manage and develop strong relationships with HNWIs, family offices, and corporate treasury clients to understand investment requirements.

- Source and originate investment opportunities in fixed income products aligned to client needs.

- Oversee investor marketing activities including preparation of investor pitch materials, presentations, and product brochures.

- Organize and conduct investor webinars, roadshows, and events to promote debt product offerings.

- Collaborate closely with Product teams to design tailored fixed income solutions and structured products for corporates and family offices.

- Assess client credit profiles and business models to propose appropriate debt structures and pricing.

- Close investment transactions by negotiating terms with investors and coordinating legal and compliance approvals.

- Onboard new family offices and corporate clients, ensuring KYC and documentation requirements are met.

- Ensure accurate and timely updating of client portfolios in reporting systems and prepare customized internal reports for management.

- Monitor market trends, regulatory changes, and competitor products to advise clients proactively.

- Serve as a single point of contact for key family office and corporate treasury clients.

Skillsets Required:

- In-depth knowledge of fixed income products, debt capital markets, structured credit solutions, and alternative credit products.

- Strong understanding of family office and corporate treasury investment needs.

- Excellent relationship management and interpersonal skills.

- Good analytical skills for credit assessment and deal structuring.

- Strong communication skills for creating presentations, investor materials, and reports.

- Experience in organizing investor events, webinars, and roadshows.

- Ability to work cross-functionally with product, compliance, legal, and operations teams.

- Understanding of KYC, AML, and regulatory frameworks related to wealth management.

- Proficiency in using CRM and portfolio reporting tools.

- Good negotiation and deal-closing skills.

Preferred Qualifications:

- Bachelor's/Master's degree in Finance, Economics, Business Administration, or related fields.

- Prior experience in a wealth management firm, corporate treasury function, or private banking environment (4-8 years).

- Strong network within family offices and corporate treasuries is a plus.

(ref:iimjobs.com)

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