Relationship Manager B2B Investments (BFSI)

• About the Opportunity
• A fast-evolving leader in the BFSI (Banking, Financial Services & Insurance) sector, we empower institutional clients and enterprise investors with tailored capital solutions, wealth structuring, and strategic funding advisory. Operating at the intersection of corporate finance and high-net-worth wealth, our team builds long-term, trust-based relationships that drive portfolio growth, liquidity optimization, and market resilience for clients across Tier 1 and Tier 2 cities in India. Role & Responsibilities

Prospect, onboard, and manage a portfolio of B2B corporate clients, family offices, and institutional investors across key Indian markets.

Design and present customized investment structures (debt, equity, hybrid) aligned with client risk-return profiles and regulatory frameworks.

Collaborate with product & legal teams to structure bespoke funding solutions including securitization, NCDs, private placements, and structured deposits.

Drive pipeline growth through targeted outreach, industry events, and referrals—achieving monthly and quarterly revenue targets.

Manage relationship lifecycle from KYC onboarding to post-sales service, ensuring compliance, transparency, and client retention.

Prepare pitch decks, investment memos, and performance dashboards tailored to senior decision-makers (CFOs, Treasurers, Investment Committees).

• Skills & Qualifications
• Must-Have

CRM tools (Salesforce, HubSpot)

Financial modeling (Excel, Power BI)

Investment structuring

BFSI compliance (RBI, SEBI guidelines)

Client onboarding workflows

Stakeholder negotiation

Portfolio management

Pitch deck creation

Preferred

CA or CFA certification

Experience with NBFCs or private credit

Knowledge of FPI / FDI investment routes

Benefits & Culture Highlights

Performance-linked incentives + accelerators for top performers

Hybrid WFH policy after 6 months + flexible core hours

Access to premium wealth & capital markets certification programs