Client Relationship Director

12 hours ago

Mumbai, Maharashtra, India beBeeSenior Full time ₹ 9,00,000 - ₹ 12,80,000
Key Responsibilities

The ideal candidate will lead the client relationship through a team of trust officers and administrators to deliver exceptional trustee and corporate administration services.

This role is accountable for generating revenue based on value-charging by coordinating legal and administrative activities for the trust portfolio.

The successful candidate will promote products and services, actively participate in growing the business from existing clients, and identify prospective clients through client referrals.

As a director of various internal and client entities, this role will support management in realizing projected turnover and returns based on the short and long-term strategy of the organization.

Main Accountabilities
  • Draft and coordinate the drafting of all necessary legal documents required for managing day-to-day matters of trusts, AIFs, and corporate entities.
  • Conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries, and legal counsel.
  • Ultimately responsible for the quality of client files and manage client relationships, operational risk, service level agreements, and coordination of client deliverables.
  • Provide pragmatic solutions keeping in mind the business goals and provide legal analysis for implementing trusts and commercial structures.
  • Ensure adherence to and ongoing analysis of the organization's 4-Pillar approach, including compliance, legal and corporate services, transaction monitoring, and tax and transparency.
  • Anticipate and manage the impact of any emerging regulatory, taxation, or legal changes and ensure compliance-related risk addressed on behalf of the client.
  • Promote the organization in specialized round tables and prepare articles for publishing in internal and external publications.
Requirements

To be considered for this role, you must have:

  • Relevant Bachelor or Master Degree in Law, Accounting, or other relevant professional Trust and AIF-related qualifications.
  • At least 15 years of experience working with trust/estate law and AIF, ideally with a business in a similar industry; inclusive of at least 5 years in senior management positions in financial services industry (preferably with international exposure).
  • Good understanding of key financial services and industry-related legislation.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused, and revenue and target driven.
  • Excellent leadership, organizational, interpersonal, and communication skills.
  • Successful team management experience including performance management and employee development.

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