Strategic Relationship Manager

5 days ago

Bharuch Mumbai Hyderabad Secunderabad Telangana, India beBeeInvestments Full time US$ 1,50,000 - US$ 2,00,000
Key Responsibilities:
  • Establish and maintain strong, long-term relationships with clients.
  • Act as the primary point of contact for clients, addressing their needs, offering solutions, and providing high-level advisory on investments.
  • Regularly meet clients to understand their financial goals, risk tolerance, and investment preferences to recommend appropriate products and services.
  • Business Development & Client Acquisition:
  • Identify new business opportunities and generate leads through networking, referrals, and market research.
  • Grow the client base by acquiring new clients, expanding business with existing clients, and cross-selling other products.
  • Develop strategies to enhance the firm's market position and ensure the long-term success and growth of the client portfolio.
  • Investment Advisory:
  • Provide tailored investment solutions across various asset classes such as equities, bonds, mutual funds, derivatives, and alternative investments.
  • Offer insights into market trends, economic conditions, and investment opportunities, and inform clients about market developments.
  • Collaborate with research teams to create 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 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 all client activities comply with regulatory standards 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 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.

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