Relationship Manager

2 weeks ago


india Intellectual Capital HR Consulting Pvt. Ltd. Full time

JD for RM in Capital Markets - Banks & Financial Institutions Group


Grade: M5/M6

Location: New Delhi


Designation: RM – Capital Markets

Reporting: Vice President



Banks & Financial Institutions Group (BFIG) is part of wholesale Banking dept. in the bank and has the following sub verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds, Capital Markets and NBFC

The Capital markets Business specializes in offering the complete suite of banking products to Stock Brokers who are direct members of Exchanges like NSE , BSE, MCX, NCDEX etc . We mange client relationships pan-India and leverage relationship and cross sell all banking products such as Credit facilities for working capital Gap and BG for margin placements and General Banking like Trade, Cash Management solution, FX, Custody , Treasury & Liability products. The RM has to work with product partners to maximize revenues cross group.


Job Description:


Focus on Stock Brokers segment. Candidate must have experience in handling Stock Broker clients. He should have basic understanding on Stock Markets functioning , SEBI circulars , Market settlement and working capital products

Should be able to Analyize and understand Balance sheet of Brokers and co-ordinate with risk to putting up proposal to committee.

Acquire and on board new clients as well as manage the relationship of Stock Broker clients.

Maximize cross-sell with Custody, Wealth, Salary Proposition & other group company products.



Job Requirement:


M.B.A from reputed institutes or C.A or CFA.

Should have 6-8 yrs. of business/sales experience in Assets and GTS

Prior experience Must in managing Stock Broker clients

Ability to Influence and build relationship with broker/clients

Analytical skills and understanding of financial statements / balance sheets

Strong verbal and written communication skills


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