Senior Capital Markets Relationship Manager

7 days ago

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

The primary goal is to establish and maintain strong, long-term relationships with existing and potential clients. This includes HNWIs, institutional investors, and corporate clients.

  • Client Relationship Management: Foster a deep understanding of client needs, risk tolerance, and financial goals to provide tailored investment solutions across various asset classes.
  • Business Development & Client Acquisition: Identify new business opportunities through networking, referrals, and market research, and actively generate leads to grow the client base.
  • Investment Advisory: Provide expert advice on capital market investments, including equities, fixed income, derivatives, mutual funds, and alternative investments.
  • 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 Skills and 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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