Relationship Manager

Job Title: Relationship Manager – Mumbai Location: Region - MumbaiDepartment: Sales and Client AcquisitionReporting to: Regional HeadAbout 9 Point Capital9 Point 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 OverviewWe 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 9 Point Capital's offerings to prospective clients and closing new business opportunities.Key ResponsibilitiesClient AcquisitionIdentify 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 offeringsBusiness DevelopmentPresent and promote 9 Point 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 clientsMeet and exceed sales targets and business growth objectives.Client Relationship ManagementBuild 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.Market AwarenessStay updated on market trends, digital asset opportunities, and competitor offerings.Educate potential clients about the advantages of regulated digital asset investments.Compliance and ReportingEnsure 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 RequirementsEducation: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 firmsHigh ethical standards and integrity in all client interactions.Adaptability to understand and sell innovative financial solutions like Bitcoin ETFs.What We OfferCompetitive 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.

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