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Senior Investment Relationship Director

3 weeks ago

Bengaluru Bangalore Chennai Coimbatore, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 36,00,000
Job Summary:

We are seeking an experienced Relationship Manager to join our team. The ideal candidate will have a strong understanding of capital markets, including equities, bonds, mutual funds, derivatives, and alternative investment options.

  • Key Responsibilities:
  • Client Relationship Management: Establish and maintain strong, long-term relationships with existing and potential clients, including high net worth individuals, institutional investors, and corporate clients.
  • Business Development & Client Acquisition: Identify new business opportunities and actively generate leads through networking, referrals, and market research.
  • Investment Advisory: Provide tailored investment solutions across various asset classes.
  • Portfolio Management & Monitoring: Oversee and manage clients' portfolios, ensuring investment performance aligns with their goals, risk profiles, and market conditions.
  • Cross-functional Collaboration: Work closely with trading, compliance, legal, and product teams to ensure seamless service delivery and compliance with regulations.
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).