Relationship Manager

'

: - ( - )

Experience: 5+ yrs

Location: Bengaluru, Karnataka, India

As a Relationship Manager, you will be the primary liaison between the firm and its high-net-worth and institutional clients, driving portfolio growth and ensuring exceptional service delivery. You will leverage deep expertise in equity broking, capital markets, and wealth management to advise on investment strategies, optimise trade execution, and manage risk profiles. Your role will involve coordinating cross-functional teams to deliver tailored solutions, monitoring market developments, and maintaining strong client relationships through proactive communication. You will also play a key role in business development, identifying new opportunities within the existing client base and expanding the firm’s market footprint in Bengaluru.

Requirements

• Cultivate and maintain relationships with high-net-worth and institutional clients, understanding their investment goals and risk appetite
• Provide strategic equity research, trade recommendations, and portfolio construction advice aligned with client objectives
• Execute equity orders and manage trade logistics, ensuring accuracy, timing, and cost-efficiency across multiple platforms
• Monitor client portfolios, perform performance reviews, and recommend rebalancing or hedging strategies in line with market conditions
• Collaborate with research, trade execution, and compliance teams to deliver end-to-end client solutions
• Develop and present investment proposals, market commentary, and product updates to client advisory committees
• Identify cross-selling opportunities for fixed income, derivatives, and alternative investment products within the client portfolio
• Track and analyze client activity, creating detailed reports and dashboards to inform senior management decisions
• Participate in regulatory and compliance initiatives, ensuring all client interactions meet industry standards
• Lead client onboarding processes, including KYC, AML checks, and account structuring, to ensure seamless service delivery
• Extensive experience (5+ years) in equity broking and capital markets, with a proven track record of client portfolio growth
• Strong knowledge of wealth management fundamentals, including asset allocation, risk profiling, and portfolio optimization
• Demonstrated ability to build and sustain relationships with high-net-worth and institutional clients in a competitive market
• Proficiency in using trading platforms, market data tools, and client relationship management (CRM) systems
• Excellent communication and presentation skills, capable of translating complex market insights into actionable client advice
• Familiarity with regulatory frameworks (SEBI, RBI) and strong compliance mindset
• Proven analytical skills, able to synthesize market data, perform valuation, and generate investment theses
• Results-oriented mindset with a history of meeting or exceeding sales and revenue targets
• Team player who collaborates effectively across research, operations, and compliance departments
• Adaptable and continuously learning, staying updated on market trends, product innovations, and regulatory changes.