Investor Relations Executive

Job Description:

Role Overview

The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized financial solutions to meet the unique needs of institutional clients.

Key Responsibilities

• Client Acquisition & Relationship Management: Identify and develop relationships with institutional clients to create new business opportunities and deepen existing relationships in Merchant Banking and Wealth Management.
• Product Structuring & Execution: Collaborate with internal teams to design and execute financial products such as Main Board IPOs, SME IPOs, PMS, AIFs, Mutual Funds, Bonds, NCDs and Fixed Deposits instruments, tailored to client needs.
• Market Analysis & Strategy Development: Monitor market trends and economic developments to provide clients with informed insights and strategic advice.
• Transaction Management: Oversee the end-to-end process of transactions, including negotiation, documentation, and execution, ensuring compliance with regulatory requirements.
• Cross-Functional Collaboration: Work closely with Merchant Banking, Wealth Management, legal, operations, and compliance teams to deliver seamless solutions to clients.
• Revenue Generation & Performance Tracking: Contribute to the profitability of the institution by effectively managing a portfolio of institutional clients for Merchant Banking and Wealth.

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, FRM) is advantageous.
• Experience: Minimum of 5–10 years in institutional relationship within the financial services industry, with a proven track record of originating and executing complex financial transactions.
• Skills:
• Strong understanding of financial markets and instruments.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to analyze market trends and clients need to develop tailored solutions.
• Proficiency in CRM software and Microsoft Office Suite.
• Knowledge of regulatory frameworks governing financial transactions.

Desirable Attributes

• Strategic thinker with a client-centric approach.
• Ability to work under pressure and manage multiple priorities.
• Strong problem-solving skills and attention to detail.
• Proven ability to build and maintain long-term client relationships.