Sr. Relationship Manager-Capital Market

Present Role

Reporting

Key Responsibilities

• Take over qualified leads passed on by the business development or marketing team
• Conduct discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams
• Create compelling proposals, manage commercial negotiations, and handle all aspects of deal structuring
• Drive deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction
• Work closely with advisory and execution teams to ensure smooth handoff and onboarding
• Track conversion metrics, maintain CRM hygiene, and provide regular updates to leadership
• Nurture long-term client relationships and identify upsell or cross-sell opportunities post-engagement
• Open to travel for business/client engagements across locations.

Required Skill Sets

• Strong communicator and negotiator, able to win trust and handle complex conversations
• Highly organized, with a goal-oriented and execution-driven mindset
• Understanding of financial advisory, fundraising, or professional services business models
• Analytical thinker with problem-solving skills

Qualifications

• MBA in Finance and Marketing
• Minimum 3-4 years of experience in B2B sales, transaction advisory, or consultative selling
• Proven track record of closing mid-to-high ticket deals independently
• Experience working with CRM tools and managing multiple opportunities simultaneous