Relationship Manager

About the role

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.

What you'll do

• Be the primary liaison between the firm and its high-net-worth and institutional clients, driving portfolio growth and ensuring exceptional service delivery
• Leverage deep expertise in equity broking, capital markets, and wealth management to advise on investment strategies, optimise trade execution, and manage risk profiles
• 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

What you need

• 5–9 yrs of experience
• Capital markets
• Wealth management
• Equity research
• KYC
• AML
• Cross-selling
• Any graduate

Good to have

• Valuation
• Client relationship
• CRM
• SEBI regulations