99 Family Office Jobs

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely basis. Update clients on their investments and performance. Leverage existing client relationships and other sources to acquire new clients. Recognize changes in clients/market environment which may present opportunities. Enhance client experience through strong relationship management. Knowledge and Skills Required: Capital market knowledge and relevant industry experience. Strong understanding of financial products and ability to explain to clients in a simple and engaging way. Ability to manage communication and influence stakeholders both within and outside the firm. Established relationships with Family Office clients. Experience in recruiting and building a team. Working knowledge of Microsoft Office (Excel, Word, and PowerPoint). Positive attitude, self-motivated and confident. NISM VA certified or willingness to complete certification before joining. Educational Qualifications: MBA, CFA, CFP, or any equivalent degree. Years of Experience: Minimum 10+ years of experience required. Location: Bangalore

Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AIFs value proposition and investment strategy. Event Management: Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors. Market Intelligence: Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy. Qualifications & Skills: 10+ years of experience in wealth management, private banking, or working with family offices. Strong network within the family office and HNI/UHNI investor ecosystem. Proven ability to build trust and long-term relationships with sophisticated investors. Excellent interpersonal, communication, and presentation skills. Self-starter with a strategic mindset and execution-driven approach.

Role & responsibilities Monitor, track, and report performance of the familys investment portfolio across asset classes. Ensure accurate accounting, book-keeping, and reporting across all investment entities. Oversee cash flow, fund movements, and treasury management to optimize liquidity. Maintain transparent and up-to-date records of investments, valuations, and returns. Develop and deliver timely MIS dashboards and investment performance reports for principals. Provide variance analysis, trend insights, and forward-looking projections to support decision-making. Ensure adherence to all statutory, tax, and regulatory requirements. Lead statutory and internal audits, liaising with auditors, tax advisors, and legal counsel. Implement strong internal controls and governance frameworks across investments. Act as the central financial point of contact for principals, advisors, bankers, fund managers, and auditors. Maintain highest standards of confidentiality, integrity, and professionalism in managing family assets. Preferred candidate profile Chartered Accountant with 8+ years experience. Strong grasp of financial analysis, investment reporting, tax, and compliance. Proven ability to deliver high-quality insights and reports to senior stakeholders. Integrity, discretion, and ability to independently manage sensitive financial matters.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning. Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines. Qualifications Bachelor’s/ Master’s degree in Finance, Economics, Business Administration, or a related discipline. Required Skills Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele. In-depth understanding of financial products, market trends, and portfolio management strategies. Strong interpersonal skills with the ability to engage high-value clients effectively. Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the primary point of contact for corporate clients, leading client acquisition and relationship management efforts, and ensuring growth targets and client satisfaction are met. You will also be tasked with managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Successful candidates will demonstrate proficiency in client acquisition/relationship management, strategic advisory in financial investments, and expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills, along with boardroom-level presentation experience, are necessary for this role. A CA, MBA, or CFA qualification is preferred. In summary, as a Client Coverage Role at CorpCare, you will play a crucial role in driving growth, delivering financial solutions, and ensuring client satisfaction across our diverse clientele.,

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the main point of contact for corporate clients, leading negotiations, strategic reviews, and contract finalization. You will be tasked with client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. It will be your duty to ensure the achievement of growth targets, revenue generation, and client satisfaction. Additionally, you will be expected to build and oversee a team dedicated to client acquisition, service, and product delivery. In terms of investments and products, you will manage client investment portfolios, provide advice on risk management, liquidity strategies, and capital deployment. You will also supervise investment and research analyst teams to ensure appropriate product diligence. Collaboration with investment committees and client boards will be necessary to deliver high-level financial solutions and maintain strategic alignment. Monitoring market trends and competitive activities will also be part of your role to refine acquisition and retention strategies. To qualify for this position, you should have strong communication and negotiation skills, including experience in presenting at the boardroom level. A CA, MBA, or CFA qualification would be beneficial for this role. Join CorpCare in revolutionizing corporate treasury surplus fund management and asset management by leveraging your expertise to drive client relationships and financial solutions.,

As an Investment Analyst at our Ahmedabad location in the FMCG industry, you will be responsible for conducting in-depth research and analysis across various asset classes such as equities, fixed income, mutual funds, AIFs, private equity, and real estate. Your role will involve evaluating and monitoring existing investment portfolios, tracking performance, risk, and adherence to investment mandates, as well as performing due diligence on new investment opportunities and fund managers. You will be expected to prepare investment memos, reports, and presentations for internal decision-making, stay updated with market trends and global financial developments, and support strategic planning. Additionally, you will assist in building and maintaining financial models and valuation analyses, while coordinating with banks, fund houses, wealth advisors, and portfolio managers. Working closely with the family office, you will contribute to asset allocation planning and portfolio diversification, ensuring compliance with internal investment policies and external regulatory requirements. The ideal candidate for this role should be a qualified Chartered Accountant (CA) or Chartered Financial Analyst (CFA) with 1-5 years of experience in roles related to wealth management, investment banking, research, or family office. Candidates with CA or CFA qualification (Level II/III cleared or qualified preferred) are highly preferred. Strong analytical and financial modeling skills, along with sound knowledge of capital markets, investment instruments, and risk management, are essential for success in this position. Excellent written and verbal communication skills, a high degree of discretion, integrity, and professional judgment are also key requirements. This is a full-time position with day shift schedules in Ahmedabad, Gujarat. Candidates should be willing to reliably commute or plan to relocate before starting work. As part of the application process, candidates will be asked questions related to their qualifications, experience as an Equity or Investment Analyst in a Family Office setup, current salary, expected salary, and notice period. The work location is in person at Ahmedabad, Gujarat. If you meet the qualifications and requirements outlined above and are looking to take on a challenging role in the field of investment analysis, we encourage you to apply for this position and be part of our dynamic team.,

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stability factor Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory (Non Acquisition experience analyst not managing portfolios & Br Banking candidates kindly excuse ) Perks and benefits CTC ; 12 - 15 lacs (Negotiable for the right candidate)

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ presentations to educate investors with a view to promote our products Develop investor confidence and belief in the companys vision and strategy for delivering investor value Educate investors about investment opportunities like Prachay Bonds, Debt AIF, Debt Portfolio & ICDs. Provide insights on market activity and present them to the leadership team Support all communications with the investment community regarding the companys business model, operating results, and business strategy. Advise on and support all aspects of investor marketing, including maintaining our investor database Assist development and implementation of investor targeting Collaborate with institutional investors, family offices, and corporate treasuries for wholesale investments. 7. Skills & Competencies Proven ability to build and manage HNI and institutional investor relationships. The role requires a dynamic person with excellent interpersonal skills who is able to liaise with internal and external stakeholders to find outcomes that work for all. Self-starter with the ability to work independently Strong analytical skills with the ability to perform quantitative and qualitative analysis, interpret information and financial concepts and apply them to business analysis. Advanced writing and communications skills Keen intellect, integrity, a sense of urgency and the ability to simultaneously execute on both tactical and strategic projects with the ability to operate in a fast-paced, deadline driven environment Should have good understanding about Financial Products.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome PRIVATE BANKING experience only , Family Office experience also share Analyst , Equity traders , Operations exp only pls excuse Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and delivering tailored financial solutions to CorpCare's diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales and preferably have experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or related fields. It is essential to have a strong knowledge of MSME, corporate treasury, and UHNI/Family Office financial investment needs. A proven track record in client acquisition/relationship management and strategic advisory in financial investments, especially treasury management, is highly valued. You must also have expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills are essential, with experience in boardroom-level presentations. A CA, MBA, or CFA qualification is preferred. Your key responsibilities will include relationship management and business development. You will serve as the primary point of contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. Leading client acquisition and relationship management efforts targeting MSMEs, large corporates, and family offices is crucial. Ensuring growth targets, revenue generation, and client satisfaction are met will be part of your responsibilities. You will also be responsible for building and managing a team focused on client acquisition, service, and product delivery. Additionally, you will be managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Overseeing investment and research analyst teams for appropriate product diligence and advice is also a key responsibility. Collaboration with investment committees and client boards to deliver high-level financial solutions and ensure strategic alignment is expected. Monitoring market trends and competitive activities to refine acquisition and retention strategies is also part of your role.,

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

• Develop investment process documents, implement approved policies & Monitor • Financial market knowledge & exp. in products, Equity/Debt/Mutual fund/AIF/PMS • Understand Derivatives & Fundamental Analysis • Provide status report to Management Required Candidate profile • Interact with institution/vendors for update on investment opportunity • Analyze investment portfolio in different segment & report to management • Work on Risk management policies with reporting

Role & responsibilities 1.Platform & Operational Leadership 2.P&L and Financial Management 3.Portfolio Management & Investor Support 4 Investor Relations & Capital Strategy 5.Program Management & New Initiative Development 6.Ecosystem Engagement & Representation 7.Team Building & Culture Preferred candidate profile Must-Haves • 12-15 years in leadership roles across funds, accelerators, or venture-backed health/tech startups • Hands-on operator with experience in venture building, P&L management, stakeholder engagement, and cross-functional execution • Exposure to portfolio management, startup fundraising, and investor communications • Strong understanding of the healthcare or life sciences ecosystem (or demonstrated ability to learn deeply and quickly) • MBA from a Tier 1 Business School (India or Global) • Exceptional communication and presentation skills ability to craft compelling presentations, lead high-stakes meetings • Executive presence, global outlook, and stakeholder fluency Preferred • Prior experience in a platform role at a venture studio, fund, or innovation-led accelerator • Strong networks across healthcare, medtech, or health-tech investing • Background in consulting, policy, or innovation strategy is a plus • Proven ability to scale operations and manage multi-stakeholder complexity

• Coordinate & compile group companies business data • Prepare family office verticals processes with controls in place • Work on Corporate realignment • Analysis of Financial statements & statutory Compliance • MIS reports & management Dashboard Required Candidate profile • Treasury Management of business data • Prepare family office verticals processes • Analyze business structure & activities with internal audit tools • Completion of business data & compliances

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM.

Job Title: Sr.Manager -Funding Location: Chennai Organization: DRA Homes Reports To: CFO Experience: 7 to 15 years About DRA Homes With a rich legacy spanning over three decades, DRA Homes has consistently delivered landmark real estate developments across South India. Headquartered in Chennai, we are committed to crafting high-quality residential and commercial spaces driven by the core principles of financial discipline, operational excellence, and customer-centric innovation . As we continue to scale our presence in the Southern markets, we are seeking a results-driven and financially astute Manager Funding to anchor our capital-raising initiatives and support our growth trajectory. Role Summary The Manager – Funding will be a key member of the finance leadership team, responsible for formulating and executing the company’s funding strategy across project lifecycles. This role involves sourcing capital through diverse instruments including construction finance, lease rental discounting, structured debt, and working capital facilities. The ideal candidate will bring strong institutional relationships, ability to align funding strategies with organizational objectives. Key Responsibilities Capital Planning: Evaluate project-wise and corporate funding requirements in alignment with development and business plans. Fundraising Execution: Source and secure funding from banks, NBFCs, AIFs, and private lenders for project and corporate needs. Credit Documentation: Prepare and present financial models, CMA data, project cash flows, and business decks for credit evaluation. Lender Engagement: Establish and maintain strong relationships with institutional lenders and investors; manage negotiations and term finalization. Due Diligence & Compliance: Facilitate lender due diligence, ensure timely documentation, disbursement, and compliance with all financial covenants. Monitoring & Reporting: Maintain detailed MIS on fund utilization, repayment schedules, and covenant tracking across all funding instruments. Market Intelligence: Stay abreast of funding trends, regulatory changes (RBI/NHB), and evolving risk appetite across lending institutions. Internal Collaboration: Work closely with finance, legal, strategy, and project execution teams for integrated financial management. Candidate Profile Educational Qualification: B.com ,MBA (Finance), Chartered Accountant (CA), or CFA preferred. Experience: 7–12 years of experience in fundraising. Expertise: Excellent negotiation, documentation, and stakeholder management skills. Personal Attributes: High level of integrity and confidentiality. Strategic thinker with strong execution capabilities. Ability to thrive in a fast-paced, entrepreneurial environment.

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory Non Acquisition experience analyst not managed portfolio kindly excuse Perks and benefits CTC ; 11 - 14 lacs (Negotiable for the right candidate)

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory Non Acquisition experience analyst not managed portfolio kindly excuse Perks and benefits CTC ; 11 - 14 lacs (Negotiable for the right candidate)

Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 7-12 years of experience. Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: B2C and B2B Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely basis. Update clients on their investments and performance. Leverage existing client relationships and other sources to acquire new clients. Recognize changes in clients/market environment which may present opportunities. Enhance client experience through strong relationship management. Knowledge and Skills Required: Capital market knowledge and relevant industry experience. Strong understanding of financial products and ability to explain to clients in a simple and engaging way. Ability to manage communication and influence stakeholders both within and outside the firm. Established relationships with Family Office clients. Experience in recruiting and building a team. Working knowledge of Microsoft Office (Excel, Word, and PowerPoint). Positive attitude, self-motivated and confident. NISM VA certified or willingness to complete certification before joining. Educational Qualifications: MBA, CFA, CFP, or any equivalent degree. Years of Experience: Minimum 10+ years of experience required. Location: Bangalore

Relationship Manager - Custody, you will have the opportunity to offer the Bank's clearing & custody services through your interactions with senior fund managers of foreign and domestic funds, institutions, and family offices. In this role, you will be required to derive a clear understanding of the client's requirements and provide flexible solutions in collaboration with various business groups within the Bank. In line with our philosophy of offering 360-degree solutions to our clients, this role requires you to perform a comprehensive assessment of customers' needs in all engagements. This role also requires knowledge of evolving regulations with respect to investments/ capital markets space and providing suitable solutions to customers. A key responsibility is to work within the guardrails of risk and compliance while holding customer-centricity in all engagements. Key Responsibilities Process Orientation Develop suitable process for the product and service offering in line with the requirement of the client. Ensure 360 degree assessment of the client. Business Growth Interact with senior fund managers of foreign and domestic funds, institutions, and family offices in offering clearing and custody services. Ensure the relationship values are improved with customer-centric engagements and offerings. Client Advisory Expected to have a good understanding of macroeconomic developments to be able to engage with clients and possess market intelligence to ensure compliance with AML requirements. Customer Service Create service excellence by partnering with customers through their life cycle and offer suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements. Customised solutions Collaborate with product specialists, subject matter experts, and credit and service teams to ensure right products are offered to the customer. Behold our values Offer products that are fair to our customers and fair to the bank. Qualifications & Skills Educational Qualification MBA, Chartered Accountants, Engineers & Graduates with relevant work experience in the area of relationship management across industries. Domain Knowledge Knowledge on securities & custody services, AML compliance and relevant regulations. Synergize with Team Willingness to work with various teams for on-ground support and deliver enablers as required. Improvise Develop suitable process in-line with the requirements of the customer and the solution that is being offered. Communication skill Good oral and written communication skills. Market Sensing Monitor and evaluate industry trends, customer drivers and potential partnerships