Institutional Relationship Manager - Bank

- An Institutional RMS manages relationships with large clients such as corporates, mutual funds, insurance companies, banks, or other financial institutions. The focus is on client servicing, business development, and revenue growth.Client Relationship Management

- Build and maintain long-term relationships with institutional clients

Business Development:

- Identify new opportunities and onboard institutional clients

Product Advisory:

- Offer solutions like equities, derivatives, fixed income, or treasury products

Trade & Execution Support:

- Coordinate with dealing desks to ensure smooth execution of large transactions

Market Insights:

- Provide research, reports, and actionable insights to clients

Revenue Generation:

- Achieve brokerage/fee income targets

Compliance & Risk Management:

- Ensure all transactions meet regulatory and internal guidelines.Strong understanding of financial markets

- Excellent communication & negotiation skills

- Ability to handle high-value clients

- Analytical thinking and market awareness

- Relationship-building mindset

Qualifications:

- MBA / CFA / CA (often preferred)

- Background in finance, economics, or business

- Relevant experience in institutional sales or client servicing