India Relationship Manager

Job Title

Associate Vice President

Job Description

Business Description:

The RM client servicing team manages and supports the delivery across coalition’s product offerings.

Based out of India, the team acts as a single point of contact (SPOC) for Relationship managers based in London, NYC, Singapore & Japan. The team also works closely with Coalition’s International and India research teams. The team acts as a point of contact for clients to address their queries.

The Ideal Profile and Overview

• You have a master’s in finance and 2+ years of experience in client servicing in the Financial Services industry and understand Financial Markets.  
• As India RM, you will be responsible for supporting RMs based internationally. You will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client requirements / documentation.
• You should be driven by the challenge to make every interaction with the client and internal stakeholder successful. During your down time you should enjoy reading about the markets and leverage social media to tap into insights around your clients. You enjoy putting all the pieces together from your client calls and sharing trends with your colleagues.

Roles and Responsibilities

• Project manage analysis from inception to delivery of results across all

Coalition Services in scope.

• Act as a single point of contact between Research (both Central and India research teams), Publishing and Relationship management teams based in London, NYC, Singapore & Japan for all communication during the life of specific projects and standard deliveries
• Maintain MIS tracker for out-of-scope requests, meeting tracker, delivery cycles statistics and other parameters relevant for project management.
• Enhanced understanding of business stakeholder requirements for more targeted analysis
• Develop strong understanding of client taxonomy and customization requirements
• Work with the senior relationship associates to manage and coordinate the delivery of Coalition products to clients.
• Conduct demo and Work with the client to help them understand coalition applications
• Schedule, attend and actively participate in client meetings, circulate meeting notes and help the international RMs answer client queries.
• Provide on-demand support for questions on results, definitions and best practices
• Facilitate feedback loop to Coalition Greenwich research
• Track clients’ follow up requests and manage delivery of follow ups
• Guide and co-ordinate submissions and mapping processes

Qualifications/Experience:

• Master’s degree in finance / Banking.
• Preferred if completed CFA
• Knowledge and interest in the financial markets (Fixed Income & Equity)
• Exceptional verbal and written communications skills
• Strong presentation skills to deliver compelling presentations and demonstrations
• Proficient in Excel. Ability to use spreadsheets, pivots calculations, & basic excel functions
• Strong persuasion skills, problem solving and critical thinking ability
• Must be proactive with a drive to better the processes and resolve any outstanding issues
• Good team player and Self-motivated to achieve goals in a performance driven atmosphere
• Good understanding and hands-on experience of working on Salesforce.