Relationship Head - Direct Client Investments - FinTech Startup

Relationship Head - Direct Client Investments

Role : SENIOR RM - DIRECT CLIENTS

Reporting : Chief Risk Officer

Location : Bangalore, India

Industry : Fintech Startup

Company Profile :

Fintech Company, well-funded start up based out of Bangalore. The Company offers High Yield Alternate Investment Opportunity for Retail Investors.

Job role Purpose :

The Senior Relationship Manager is responsible for building a Team of RM for New BD and managing HNI/ Corporates/ Family clients.

Job Responsibilities :

- Build and manage a strong team of RMs for New Clients Empanelment

- Create Annual Budgets/ Distribution Strategies for each Investment opportunity of Acquiring new clients through networking, data base, market intelligence, or reference from existing clients.

- Demonstrates solid business development skills by acquiring profitable client relationships with high income/net worth clients.

- Build strong understanding and team capabilities to cross-sell various financial products like Invoice Discounting, Leasing, Revenue based Finances, NCDs/MLD's, etc to new and existing customers.

- Acts as the main point of contact for affluent and high end net worth clients.

- Build strong review process for meeting monthly targets.

- Provide reporting, analysis and forecasting to facilitate strategic decision making and to track performance to operating goals

- Work with Product team to ideate and formulating strategies for New products based on feedback from clients and with an objective of expanding the client base.

- Expert in conducting analysis of market trends/ requirements, collating market intelligence reports and chalking out measures for countering competition

Expected Behavioral Traits :

- A commercially astute and customer focused individual, with a solid sales track record and a proven ability to foster strong business relationship.

- Strong knowledge of financial products and services would be added advantage.

- Start-up attitude: quick execution, self-drive and willingness to work long hours, agility

- Good written and verbal communication skills, able to deliver clear, concise information to clients and team

- Ability to multitask.

Qualification & Experience :

- Bachelor's Degree Finance, Accounting, MBA Finance from premier institutes preferable

- Min 8-10 years of experience

- Experience of Scaling up business in start-up environment is preferred