Relationship Manager

We are looking for a Equity Advisor Relationship Manager to join our team at Sdv Hr Soutions.

Key Responsibilities:

• Execute equity, derivatives, and debt transactions for PMS and AIF portfolios as per approved investment strategies.

• Coordinate closely with Fund Managers, Portfolio Managers, and Relationship Managers to ensure timely and accurate trade execution.

• Handle HNI, UHNI, and NRI client accounts, ensuring compliance with SEBI, RBI, and exchange regulations.

• Monitor market movements and provide real-time inputs on pricing, liquidity, and execution strategies.

• Ensure adherence to investment mandates, risk limits, and compliance guidelines for PMS/AIF structures.

• Execute trades across exchanges (NSE/BSE) and platforms efficiently with minimal impact cost.

• Maintain accurate trade records, confirmations, and reporting for internal and regulatory purposes.

• Support onboarding and operational processes for NRI clients (PIS / Non-PIS, FATCA, KYC).

• Liaise with custodians, compliance teams, and operations for settlement and reconciliation.

• Ensure strict confidentiality of client data and investment strategies.

Required Skills & Competencies:

• Strong understanding of Equity, Derivatives, PMS, AIF, and capital market operations.

• Knowledge of SEBI PMS & AIF regulations, RBI norms for NRI investments.

• Experience in dealing with HNI & NRI clients preferred.

• Proficiency in dealing terminals (ODIN, NEAT, NOW, Bloomberg, etc.).

• Strong analytical, execution, and multitasking skills.

• Excellent communication and coordination abilities.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.