Sr. Relationship Manager-Capital Market

Present Role – Senior Relationship Manager – Capital Markets

Reporting – Managing Director

Key Responsibilities

• Take over qualified leads passed on by the business development or marketing team
• Conduct discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams
• Create compelling proposals, manage commercial negotiations, and handle all aspects of deal structuring
• Drive deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction
• Work closely with advisory and execution teams to ensure smooth handoff and onboarding
• Track conversion metrics, maintain CRM hygiene, and provide regular updates to leadership
• Nurture long-term client relationships and identify upsell or cross-sell opportunities post-engagement
• Open to travel for business / client engagements across locations.

Required Skill Sets

Qualifications

Skills Required

Financial Advisory, CRM Tools, Fundraising