{"id":4186083,"url":"https://alion.io/job/weekday-relationship-manager-4","title":"Relationship Manager","company":{"id":7097,"name":"Weekday","domain":"weekday.works","url":"https://alion.io/company/weekday","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":80,"open_postings":117,"ghost_share":0,"stale_share":0.983,"repost_share":0,"time_to_fill_p50_days":5,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Bengaluru, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T18:17:58Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T18:17:58Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"'\n: - ( - )\nExperience: 5+ yrs\nLocation: Bengaluru, Karnataka, India\nAs 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.\nRequirements\nCultivate and maintain relationships with high-net-worth and institutional clients, understanding their investment goals and risk appetite\nProvide strategic equity research, trade recommendations, and portfolio construction advice aligned with client objectives\nExecute equity orders and manage trade logistics, ensuring accuracy, timing, and cost-efficiency across multiple platforms\nMonitor client portfolios, perform performance reviews, and recommend rebalancing or hedging strategies in line with market conditions\nCollaborate with research, trade execution, and compliance teams to deliver end-to-end client solutions\nDevelop and present investment proposals, market commentary, and product updates to client advisory committees\nIdentify cross-selling opportunities for fixed income, derivatives, and alternative investment products within the client portfolio\nTrack and analyze client activity, creating detailed reports and dashboards to inform senior management decisions\nParticipate in regulatory and compliance initiatives, ensuring all client interactions meet industry standards\nLead client onboarding processes, including KYC, AML checks, and account structuring, to ensure seamless service delivery\nExtensive experience (5+ years) in equity broking and capital markets, with a proven track record of client portfolio growth\nStrong knowledge of wealth management fundamentals, including asset allocation, risk profiling, and portfolio optimization\nDemonstrated ability to build and sustain relationships with high-net-worth and institutional clients in a competitive market\nProficiency in using trading platforms, market data tools, and client relationship management (CRM) systems\nExcellent communication and presentation skills, capable of translating complex market insights into actionable client advice\nFamiliarity with regulatory frameworks (SEBI, RBI) and strong compliance mindset\nProven analytical skills, able to synthesize market data, perform valuation, and generate investment theses\nResults-oriented mindset with a history of meeting or exceeding sales and revenue targets\nTeam player who collaborates effectively across research, operations, and compliance departments\nAdaptable and continuously learning, staying updated on market trends, product innovations, and regulatory 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