Relationship Manager

Weekday AI; Bengaluru; On-site; INR 500,000 - 1,400,000; Full time

Job summary

Weekday is seeking an experienced Relationship Manager in Bengaluru to act as the primary liaison with high-net-worth and institutional clients. You will drive portfolio growth, advise on investment strategies, and ensure exceptional service delivery across capital markets and wealth management.

You will coordinate with cross-functional teams to tailor solutions, monitor market developments, and expand the firm’s market footprint in Bengaluru.

Qualifications

• 5+ years of experience in equity broking and capital markets.
• Strong knowledge of wealth management fundamentals, asset allocation, and risk profiling.
• Proven ability to build and sustain relationships with high-net-worth and institutional clients.
• Proficiency with trading platforms, market data tools, and CRM systems.
• Familiarity with regulatory frameworks (SEBI, RBI) and a strong compliance mindset.

Responsibilities

• Cultivate and maintain relationships with high-net-worth and institutional clients, understanding their investment goals and risk appetite.
• Provide strategic equity research, trade recommendations, and portfolio construction advice aligned with client objectives.
• Execute equity orders and manage trade logistics, ensuring accuracy, timing, and cost-efficiency across multiple platforms.
• Monitor client portfolios, perform performance reviews, and recommend rebalancing or hedging strategies in line with market conditions.
• Collaborate with research, trade execution, and compliance teams to deliver end-to-end client solutions.
• Develop and present investment proposals, market commentary, and product updates to client advisory committees.
• Identify cross-selling opportunities for fixed income, derivatives, and alternatives within the client portfolio.
• Track and analyze client activity, creating detailed reports and dashboards for senior management.
• Participate in regulatory and compliance initiatives, ensuring all interactions meet industry standards.
• Lead client onboarding processes, including KYC, AML checks, and account structuring, to ensure seamless service delivery.

Skills

Equity broking

Capital markets

Wealth management

CRM systems

Trading platforms

Communication skills

Regulatory knowledge

Tools

CRM software

Job description

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟭𝟰𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟱-𝟴 𝗟𝗣𝗔)

Experience: 5+ yrs

Location: Bengaluru, Karnataka, India

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. Your role will involve coordinating cross‑functional teams to deliver tailored solutions, monitoring market developments, and maintaining strong client relationships through proactive communication. You will 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.

Key Responsibilities

• Cultivate and maintain relationships with high-net-worth and institutional clients, understanding their investment goals and risk appetite
• Provide strategic equity research, trade recommendations, and portfolio construction advice aligned with client objectives
• Execute equity orders and manage trade logistics, ensuring accuracy, timing, and cost-efficiency across multiple platforms
• Monitor client portfolios, perform performance reviews, and recommend rebalancing or hedging strategies in line with market conditions
• Collaborate with research, trade execution, and compliance teams to deliver end‑to‑end client solutions
• Develop and present investment proposals, market commentary, and product updates to client advisory committees
• Identify cross‑selling opportunities for fixed income, derivatives, and alternative investment products within the client portfolio
• Track and analyze client activity, creating detailed reports and dashboards to inform senior management decisions
• Participate in regulatory and compliance initiatives, ensuring all client interactions meet industry standards
• Lead client onboarding processes, including KYC, AML checks, and account structuring, to ensure seamless service delivery

What Makes You a Great Fit

• Extensive experience (5+ years) in equity broking and capital markets, with a proven track record of client portfolio growth
• Strong knowledge of wealth management fundamentals, including asset allocation, risk profiling, and portfolio optimization
• Demonstrated ability to build and sustain relationships with high-net-worth and institutional clients in a competitive market
• Proficiency in using trading platforms, market data tools, and client relationship management (CRM) systems
• Excellent communication and presentation skills, capable of translating complex market insights into actionable client advice
• Familiarity with regulatory frameworks (SEBI, RBI) and strong compliance mindset
• Proven analytical skills, able to synthesize market data, perform valuation, and generate investment theses
• Results‑oriented mindset with a history of meeting or exceeding sales and revenue targets
• Team player who collaborates effectively across research, operations, and compliance departments
• Adaptable and continuously learning, staying updated on market trends, product innovations, and regulatory changes.