▷ (Immediate Start) Lead Sr Relationship

Job Description Key Responsibilities: - Client Relationship Management: - Establish and maintain strong, long-term relationships with existing and potential clients, including HNWIs, institutional investors, and corporate clients. - Act as the primary point of contact for clients, addressing their needs, offering solutions, and providing high-level advisory on capital market investments. - Regularly meet clients to understand their financial goals, risk tolerance, and investment preferences to recommend appropriate financial products and services. - Business Development & Client Acquisition: - Identify new business opportunities and actively generate leads through networking, referrals, and market research. - Grow the client base by acquiring new institutional and retail clients, expanding business with existing clients, and cross-selling other financial products. - Develop and execute strategies to enhance the firm's market position, ensuring the long-term success and growth of the client portfolio. - Investment Advisory: - Provide tailored investment solutions across various asset classes such as equities, fixed income, derivatives, mutual funds, and alternative investments. - Offer insights into market trends, economic conditions, and investment opportunities, and ensure clients are informed about market developments. - Collaborate with research teams to create and provide customized investment reports and strategies based on client needs. - Portfolio Management & Monitoring: - Oversee and manage clients portfolios, ensuring investment performance aligns with their goals, risk profiles, and market conditions. - Regularly review portfolio performance and re-balance to maximize returns while managing risk exposure. - Provide regular updates and reports on portfolio performance to clients and suggest portfolio adjustments as necessary. - Cross-functional Collaboration: - Work closely with the trading, compliance, legal, and product teams to ensure seamless service delivery and compliance with regulations. - Collaborate with the research team to gain insights into market trends and generate investment ideas for clients. - Support the sales and marketing teams to align on customer strategies and promotional activities. - Regulatory Compliance & Risk Management: - Ensure that all client activities, including investment transactions and portfolio management, comply with regulatory standards (SEBI, RBI, etc.) and internal policies. - Provide advice on risk management and asset allocation to minimize exposure and optimize returns. - Reporting & Documentation: - Maintain accurate records of client interactions, transactions, and portfolio details in the CRM system. - Prepare and deliver client reports, including portfolio performance, market updates, and financial plans, on a periodic basis. - Leadership & Mentorship: - Lead and mentor a team of junior relationship managers or associates, providing guidance on client management, sales strategies, and portfolio management. - Ensure the team maintains a high level of service, compliance, and client satisfaction. - Collaborate with senior management to refine service delivery, improve team performance, and achieve company objectives. Required Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field (MBA/PGDM preferred). - Minimum 5-10 years of experience in client relationship management, preferably in capital markets, wealth management, or investment banking. - Strong understanding of capital markets, including equities, bonds, mutual funds, derivatives, and alternative investment options. - Expertise in portfolio management, asset allocation, and risk management strategies. - In-depth knowledge of capital market regulations (e.g., SEBI, RBI guidelines). - Certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets), or other relevant financial certifications will be a plus.