Trust Group - Relationship Manager - Non-Institutional Sales

Roles & Responsibilities :

• Establishing and Maintaining Relationships with Wealth management Firms, Corporates and Family Offices.
• Scheduling and conducting meetings with new and prospective clients.
• Updating Clients about New Offerings and Opportunities in the Debt Capital Market.
• Explaining Product Structures for various offerings to Clients.
• Training Clients for Executing trades in the Secondary Market.
• Execution and Settlement of Trades with Clients / Counterparties.
• Acquisition of new Clients (Corporates / Wealth Firms / Family Office and Ultra HNIs)
• Assisting with Portfolio Valuation for Clients.

(ref : iimjobs.com)