Relationship Manager

TigerHire; Bengaluru; Remote; INR 1,500,000 - 3,500,000; Full time

Job summary

TigerHire in Bengaluru is seeking an experienced Relationship Manager to serve high-net-worth and institutional clients, driving portfolio growth and delivering superior service. You will leverage expertise in equity broking, capital markets, and wealth management to advise on investment strategies and optimise trade execution.

You will coordinate cross-functional teams, monitor market developments, and maintain strong client relationships through proactive communication.

Qualifications

• Cultivate and maintain relationships with high-net-worth and institutional clients.
• Provide strategic equity research, trade recommendations, and portfolio construction advice.
• Execute equity orders and manage trade logistics across platforms.
• Monitor client portfolios, perform performance reviews, and suggest rebalancing or hedging.
• Collaborate with research, trade execution, and compliance teams for end-to-end solutions.
• Develop investment proposals, market commentary, and product updates for advisory committees.
• Identify cross-selling opportunities for fixed income, derivatives, and alternatives.
• Track client activity and create reports/dashboards for senior management.
• Lead onboarding processes including KYC and AML checks; ensure compliant account setup.
• Extensive experience (5+ years) in equity broking and capital markets.

Skills

Relationship management

Client growth

Equity broking

Capital markets

Wealth management

CRM systems

Trading platforms

Communication skills

Presentation skills

Regulatory knowledge

KYC AML onboarding

Cross-functional collaboration

Business development

Portfolio optimization

Risk management

Tools

Trading platforms

CRM systems

Job description

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.

Requirements

• 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
• 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.