Relationship Manager

1 week ago


Mumbai Maharashtra, India Riverforest Connections Full time

Responsibilities Identify prospect onboard new clients HNI family offices institutional Pitch and close investment solutions across equity derivatives PMS fixed income AIFs global equities unlisted private deals Understand client goals risk appetite financial situation structure tailored portfolios and advice Cross-sell and deepen wallet share of existing clients Monitor portfolios provide periodic reviews performance reporting rebalancing suggestions Stay updated on market trends macro micro developments regulatory changes share insights with clients Coordinate with research operations legal compliance teams to ensure seamless execution Hit revenue AUM targets track and report pipeline client metrics conversions Maintain high levels of client service retention and satisfaction handle escalations Desired Skills Experience Bachelor s Master s degree in Finance Economics Business or equivalent 2 years of experience in wealth management investment sales client acquisition or advisory roles Track record of sourcing and closing deals in equities alternatives PMS AIF or private markets Strong understanding of capital markets derivative instruments fixed income alternate investments Excellent relationship building communication negotiation presentation skills Self-motivated target driven ability to work independently and as part of a team NISM Certification required


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