The Sr Relationship Manager will be responsible for building and managing relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The primary focus will be to offer personalized financial solutions by leveraging the company’s comprehensive suite of investment and stockbroking and distribution products, while achieving revenue and asset growth targets Responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the company's distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Qualifications 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Show more Show less
Role & responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service Show more Show less
We're expanding & HIRING Role – Wealth Manager / Relationship Manager (RM) Location – Mumbai We are looking for a highly driven Client Relationship Manager to join our team and play a crucial role in managing and growing relationships with corporates, family offices and high-net-worth clients in the Indian market. The ideal candidate will provide strategic financial advice, investment solution and portfolio management with strong focus on fixed income products including government securities (G-Secs) and corporate bonds, NCDs & Debentures. Key Responsibilities :- 1. Client Acquisition & Relationship Management - Build, acquire, and nurture relationships with corporates, HNIs, and family offices for their investment needs 2. Investment Strategy & Advisory - Analyze client portfolios and recommend tailored investment solutions aligned with financial goals and risk appetite 3. Portfolio Monitoring & Market Insights – Provide regular market updates and portfolio performance reviews, ensuring optimal investment strategies 4. Regulatory & Compliance Adherence – Ensure all investment activities comply with financial regulations and internal policies 5. Pan-India Travel & Business Development – Engage in networking, corporate meetings, and client visits to drive business growth 6. Channel Partner Collaboration – Work closely with brokers, institutions, and market participants for efficient buying and selling of bonds Qualifying Criteria :- 1. MBA / CA / CFA / Accredited Master’s degree (Finance / Marketing will be preference) 2. Proven experience in sales & relationship management within fixed-income markets, wealth management, PMS, mutual funds, or insurance 3. Strong understanding of the fixed-income landscape (G-Secs, corporate bonds, NCDs, and debentures) 4. Excellent communication, negotiation, and interpersonal skills 5. Ability to work independently and manage high-value client portfolios 6. Experience in business development & client acquisition is a plus Why Join LKP? One of India’s oldest and most reputed fixed-income market participants, established in 1948 Strong presence in Mumbai, Delhi, Kolkata, and Bengaluru Dynamic, growth-oriented environment with opportunities for career progression Work with industry leaders and gain in-depth exposure to fixed-income markets Interested candidates can share CV on fixedincomecareers@lkpsec.com #Treasury #Hiring #WealthManager #RelationshipManager #FinanceJobs #FixedIncome #DebtMarket #Bonds #Debentures #NCDs #InvestmentAdvisor #FamilyOffice #CapitalMarkets #LKPSecurities Show more Show less
As a Regional Head, you will be the face of the company in your region — heading business development, operational, and compliance activities. This is a high-impact, leadership-driven role that demands an aggressive approach to sales, focus on client acquisition, asset under management (AUM), and sharp business acumen to drive revenue growth. You will lead a team of business team, while owning the region's profit & loss, ensuring seamless service delivery, and maintaining the highest standards of regulatory compliance. This role is ideal for a self-starter who thrives in a fast-paced, performance-oriented environment and is hungry to scale the region to the next level. Role & responsibilities : P&L Ownership: Drive profitability and revenue targets for the region across all product lines Equity, F&O, Commodities, Currency, MF, PMS, Advisory and Insurance products. Client Acquisition & Retention: Aggressively grow the client base (Retail, HNI, and Ultra-HNI). Leverage local market knowledge to acquire new clients and increase market share. Team Leadership: Build, manage, and mentor a high-performance business team. Channel Management: Onboard new franchise and referral partners to expand reach and business footprint. Compliance & Operations: Ensure strict adherence to regulatory and internal compliance, risk management, KYC norms, and audit requirements. Cross-Selling: Drive cross-sell of financial products like Advisory / Research Products, MFs, Bonds, IPOs, Insurance through a solution-based approach. Client Servicing: Ensure high service standards and timely resolution of client queries to enhance satisfaction and build long-term relationships. Market Intelligence: Stay updated with market trends, competitor strategies, and regulatory developments to identify business opportunities. Key Skills & Competencies: Proven track record of delivering strong sales performance and region profitability. Excellent leadership and team-building skills. Deep understanding of capital markets, trading platforms, and financial products. Strong networking and relationship-building capabilities. Aggressive, self-motivated, and target-oriented mindset. Ability to work under pressure and manage multiple priorities. Preferred candidate profile Graduate/Postgraduate (preferably in Commerce, Finance, or Business). NISM Certifications: Series VIII (Equity Derivatives) and Series V-A (Mutual Funds) Mandatory. 6-10 years of experience in stock broking, with at least 23 years in a region leadership role. What We Offer: Competitive fixed salary + performance-based incentives. Fast-track growth opportunities in a performance-led culture. Strong brand backing and robust product/platform support. Autonomy to build and run the region like an entrepreneur.
Role Overview: The Project Manager will be responsible for end-to-end delivery of trading platform projects, ensuring they are completed on time, within scope, and to quality standards. This role requires exceptional planning, execution, and cross-functional coordination skills to manage multiple initiatives simultaneously. The ideal candidate will have a strong background in project management within the financial services or fintech industry. Responsibilities Develop detailed project plans, timelines, and resource allocations for all product development initiatives. Coordinate with internal stakeholders, vendors, and cross-functional teams to ensure seamless execution of projects. Track progress against milestones, proactively identifying and mitigating risks. Ensure proper documentation of project requirements, scope changes, and deliverables. Conduct regular status meetings with stakeholders and provide transparent project updates. Ensure testing, quality checks, and UATs are performed as per defined protocols before go-live. Manage dependencies, budgets, and vendor deliverables. Ensure adherence to compliance and security standards throughout the project lifecycle. Qualifications Bachelor’s degree in Business Administration, Information Technology, or related field. 5–8 years of experience in managing large-scale technology projects, preferably in financial services or fintech. PMP/Prince2/Agile certifications preferred. Proven track record of delivering successful digital products from concept to launch. Excellent problem-solving skills and ability to work in a fast-paced environment. Key Skills & Competencies: Strong knowledge of project management methodologies (Agile, Waterfall, or Hybrid). Excellent organizational, planning, and execution abilities. Skilled in managing multiple priorities and complex dependencies. Strong interpersonal and leadership skills. Proficiency in project management tools like JIRA, Trello, or MS Project.
Role Overview: The Relationship Manager will be responsible for building and managing relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The primary focus will be to offer personalized financial solutions by leveraging the company’s comprehensive suite of investment and stockbroking and distribution products, while achieving revenue and asset growth targets. Responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products. Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation. Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the company’s distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns. Qualifications 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service.
Role Overview: The Project Manager will be responsible for end-to-end delivery of trading platform projects, ensuring they are completed on time, within scope, and to quality standards. This role requires exceptional planning, execution, and cross-functional coordination skills to manage multiple initiatives simultaneously. The ideal candidate will have a strong background in project management within the financial services or fintech industry. Responsibilities Develop detailed project plans, timelines, and resource allocations for all product development initiatives. Coordinate with internal stakeholders, vendors, and cross-functional teams to ensure seamless execution of projects. Track progress against milestones, proactively identifying and mitigating risks. Ensure proper documentation of project requirements, scope changes, and deliverables. Conduct regular status meetings with stakeholders and provide transparent project updates. Ensure testing, quality checks, and UATs are performed as per defined protocols before go-live. Manage dependencies, budgets, and vendor deliverables. Ensure adherence to compliance and security standards throughout the project lifecycle. Qualifications Bachelor’s degree in Business Administration, Information Technology, or related field. 5–8 years of experience in managing large-scale technology projects, preferably in financial services or fintech. PMP/Prince2/Agile certifications preferred. Proven track record of delivering successful digital products from concept to launch. Excellent problem-solving skills and ability to work in a fast-paced environment. Key Skills & Competencies: Strong knowledge of project management methodologies (Agile, Waterfall, or Hybrid). Excellent organizational, planning, and execution abilities. Skilled in managing multiple priorities and complex dependencies. Strong interpersonal and leadership skills. Proficiency in project management tools like JIRA, Trello, or MS Project.