Relationship Manager

Job Title: Relationship Manager – Mumbai 

Location: Region - Mumbai

Department: Sales and Client Acquisition

Reporting to: Regional Head

About 9Point Capital

9Point Capital is India's first regulated digital asset management company, pioneering secure, compliant, and innovative pathways for Indian investors to access global digital assets. Through offerings such as Bitcoin ETFs, Ethereum ETFs, and customized investment solutions, we aim to empower HNI/UHNI clients with future-ready wealth strategies.

Role Overview

We are seeking experienced and driven Relationship Manager in Mumbai to spearhead client acquisition and business growth. The ideal candidate will have a strong network in the HNI/UHNI segment, with experience in private wealth companies, private banking, or the preferred customer divisions of banks. This individual will play a pivotal role in representing 9Point Capital's offerings to prospective clients and closing new business opportunities.

Key Responsibilities

1. Client Acquisition

• Identify and target potential HNI/UHNI clients, Family Offices, and Corporate Treasuries within the assigned region.
• Develop and execute strategies to onboard clients through personal networks, referrals, and events.
• Identify and on-board IFAs/ NDs/ Wealth Management firms for distributing our offerings

1. Business Development

• Present and promote 9Point Capital's offerings, focusing on Bitcoin ETFs, Ethereum ETFs, and other digital asset management solutions.
• Customize solutions to align with clients' investment goals, risk tolerance, and financial strategies.
• Conduct sessions with IFS/ NDs/ Wealth Management firms to educate them and their clients
• Meet and exceed sales targets and business growth objectives.

1. Client Relationship Management

• Build long-term relationships with clients to ensure retention, satisfaction, and cross-selling opportunities.
• Act as the primary point of contact for client queries and provide ongoing support.

1. Market Awareness

• Stay updated on market trends, digital asset opportunities, and competitor offerings.
• Educate potential clients about the advantages of regulated digital asset investments.

1. Compliance and Reporting

• Ensure all client transactions and documentation comply with regulatory guidelines and company policies.
• Provide regular updates and reports on sales activities, client feedback, and market conditions to the Investment Manager.

Key Requirements

Education:

• Bachelor's degree in Finance, Business, Economics, or related fields.
• Certifications such as CFP, CFA, or NISM are preferred.

Experience:

• 4-6 years of experience in private wealth management, private banking, or the preferred customer divisions of financial institutions.
• Proven track record of acquiring and managing HNI/UHNI clients.

Skills:

• Strong sales and negotiation skills with the ability to close high-value deals.
• Excellent communication and interpersonal skills to build trust and rapport with clients.
• Deep understanding of financial products and markets, with knowledge of alternative investments being an advantage.
• Ability to work independently and meet targets in a competitive environment.

Attributes:

• A strong personal network in the HNI/UHNI community within the assigned region.
• Good network with IFA/NDs/ Wealth management firms
• High ethical standards and integrity in all client interactions.
• Adaptability to understand and sell innovative financial solutions like Bitcoin ETFs.

What We Offer

• Competitive base salary and performance-based incentives.
• Opportunity to work with a pioneering digital asset management firm.
• Training and development to build expertise in digital assets and alternative investments.
• A dynamic and collaborative work environment with significant growth potential.