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HR Consultant at Coe Solutions

Last Active: 17 August 2026

Job Views:  
273
Applications:  80
Recruiter Actions:  15

Job Code

1717383

Relationship Manager - Clearing & Settlement - Banking/Financial Services

Coe Solutions.2 - 5 yrs.Mumbai
Posted 3 weeks ago
Posted 3 weeks ago

Title: Relationship Manager - PCM

Experience: 2-5 yrs

Location: Mumbai

We are looking for an experienced and results-driven Relationship Manager to lead the growth of our Clearing & Settlement business, with a primary focus on domestic funds trading derivatives in India. The ideal candidate will be responsible for driving new business acquisition, building strategic relationships with market intermediaries, and promoting the firm's clearing and settlement solutions.

This role requires a strong understanding of financial markets, institutional sales, and clearing & settlement operations, along with a proven ability to develop and manage high-value client relationships.

Key Responsibilities:

- Drive business development and sales initiatives for the firm's Clearing & Settlement services, focusing on domestic funds trading derivatives in India.

- Identify, engage, and onboard new domestic funds to expand the clearing business.

- Conduct client meetings, presentations, and solution demonstrations to prospective clients.

- Build and maintain strong relationships with brokers, custodians, chartered accountants (CAs), legal advisors, and other key market participants.

- Manage and nurture strategic client relationships by providing exceptional account management and ongoing support.

- Monitor market trends, competitor activities, and regulatory developments impacting the clearing and settlement ecosystem.

- Collaborate with internal teams to develop compelling marketing collateral, presentations, and client proposals.

- Represent the organization at industry conferences, networking events, and client forums to enhance market presence and generate business opportunities.

- Develop a comprehensive understanding of the firm's clearing infrastructure, technology platform, risk management framework, and service offerings.

- Effectively communicate the firm's value proposition by highlighting its technology-driven solutions, operational excellence, and differentiated clearing capabilities.

- Achieve assigned sales targets and revenue objectives while contributing to the overall growth strategy.

- Track business performance, maintain sales pipelines, and provide regular updates and MIS reports to senior management.

- Coordinate with internal operations, onboarding, and support teams to ensure seamless client implementation and service delivery.

Preferred Candidate Profile:

1. Proven experience in institutional sales, clearing & settlement, capital markets, or financial services.

2. Strong understanding of Indian derivatives markets, domestic institutional investors, and clearing operations.

3. Established network with brokers, custodians, institutional clients, CAs, and other market participants will be an added advantage.

4. Excellent relationship management, negotiation, presentation, and communication skills.

5. Strong business development orientation with a demonstrated ability to achieve revenue targets.

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Posted by

user_img

HR

HR Consultant at Coe Solutions

Last Active: 17 August 2026

Job Views:  
273
Applications:  80
Recruiter Actions:  15

Job Code

1717383

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