Job Description: Wealth Relationship Manager: Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving targets based on acquisition and revenue generation through investment products. - Responsible for business development through acquisition of high net-worth clients. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario. - Analyze client portfolios and make necessary suggestions. - Recommend financial products. - Responsible for identifying customer needs and assessing their risk appetite - Provide regular updates to the immediate superior as and when required - Create and enforce plans that will help meet the needs of the customer.

Reporting Lines Head MC-BRM Key Objectives • Direct responsibility for leading, developing and executing target driven marketing strategy for Mid CorporateBRM Group for the region • Raising the profile of the India Ratings brand through consistent marketing to bankers, investors, sponsors and infrastructure funds. • Management of existing issuer relationships and origination of new issuer/product mandates. • In charge of fee negotiations for both existing and new mandates. • From the outset the individual will enjoy a high degree of autonomy and responsibility, with excellent opportunities for self and career development. The role involves travel. • Mentor and guide the team to generate business Technical Skills & Experience The work primarily involves: • Experience in selling financial services to Mid-sized corporates. • Preparation of target clients list. This will include both new clients as well as existing clients for new products or products for which other than Ind-Ra agency is being used by clients. The parameters for selection of clients would require a base case study of the profile including financials of the target clients. • Preparation of Marketing Material. Clients from different industries need different type of inputs on different sectors ranging from manufacturing to metals to banking. • High Level Client Interaction: Typically the business development interaction is at CFO or CEO level. Hence, the person is required to be well read, intelligent, well mannered, polished and spontaneous. Ability to hold the attention of the senior management personnel and engaging in a meaningful discussion is key job element. Depending on the choice and inclination of the client, sending them appropriate research reports from across the global site will be an integral part of the job. • Network Interaction: This shall be an integral component of profile to interact with various people within the network. Interaction with the business development vertical as well as product verticals is very important. This shall be an ongoing initiative. • MIS and Reporting: Since the team is small, MIS and other information reporting shall primarily be driven out of the BD function. The profile requires maintaining an up-to-date meeting minutes, mandates won, fees received etc. The function does have a centralized support for tertiary activities. Qualifications / Prerequisite Job Description • Require 12 - 15 years of Business Development Experience. Experience in selling financial services to Mid-sized corporates • Well networked • Should know the local language (optional) Behavioral Skills Knowledge and Expertise: Relationship management with high profile issuers in the sector both for names under coverage potential issuer clients. Ability to lead investor meetings and effectively communicate important themes. Knowledge Application and Problem Solving: Proactively identifies and escalates situations wherein issuer needs to be managed to elicit full cooperation. Management: Able to provide high quality mentorship to the team for professional development and grooming of the Analysts. Communication: Excellent communication skills and be able to communicate at senior management level. Strong marketing, interpersonal and negotiation skills are a pre-requisite. Quality Service: Ability to manage productivity levels of a group of analysts and deploy available resources to achieve high productivity. Leadership and Initiative: Self-starter with strong focus on revenue generation.