Director - Client Services

Description:

Position Associate Partner,Client Solutions.

Location Mumbai.

Reporting Founder/CEO.

Key Responsibilities:

Client Acquisition & Relationship Management:

- Identify, target, and acquire new clients including family offices, UHNIs and institutional clients.

- Build enduring client relationships to enhance retention and wallet share.

- Develop customized proposals and presentations aligned with client needs and objectives.

Advisory & Solutioning:

- Assess client requirement, existing portfolios and risk profiles to recommend suitable solutions.

- Partner with internal teams to deliver seamless, integrated client experiences.

Regulatory & Compliance:

- Maintain sound understanding of SEBI FPI, RBI, FEMA and cross-border regulations.

- Ensure all client engagement comply with internal and external compliance standards.

- Market Intelligence:

- Track industry trends, competitor activity, and regulatory changes to identify opportunities and risks.

- Provide feedback for product development and market strategy.

Skills & Attributes:

- Strong knowledge of custody, fund administration, asset management products and about GCC region.

- Proven track record in client acquisition and institutional relationship management.

- Excellent communication and presentation skills with the ability to engage senior stakeholders.

- Sound understanding of regulatory and operational frameworks in financial services.

- High level of integrity, commercial acumen, and entrepreneurial mindset.

Education & Experience:

- Graduate / Postgraduate in Finance, Economics, or Business Administration.

- MBA / CFA / CA preferred.

- Minimum 5 years of experience in custody sales, asset management, or institutional business development.

- Exposure to cross-border investment products and regulatory frameworks (IndiaUAE corridor preferred).

What This Role Offers You:

- A front-row seat to the growth of a DIFC-regulated global wealth platform.

- Opportunity to work alongside visionary founders and senior leaders, influencing strategy and execution.

- International exposure through partnerships with Dubai, Mauritius, and other financial hubs.

- A chance to thrive in a flat, entrepreneurial setup where your ideas and ownership create real impact.