Relationship Managers

Posted 5 years ago


Relationship Managers are an important part of Finalytix value chain.  RMs will be required to interact with various clients which include Ultra-HNWIs, Family Offices and Independent Financial Advisors (IFA).

Duties and Responsibilities

  • Manages Finlaytix Client relationships with a certain number of high net-worth individuals and clients
  • Understands the needs of wealthy clients and accordingly caters to those requirements via the objectives of Finalytix
  • Monitors and manages existing credit relationships
  • Develops new business by identifying and contacting existing or prospective clients and promotes Finalytix service offerings
  • Caters to a wide range of prospective clients in different geographies
  • Manages introductions to third party consultants from time to time

Skills and Specifications

  • Must have strong inter-personal skills and a strong existing network among the high-net worth individuals
  • Demostrable capabilities for sales, finance and banking
  • Must understand the fundamentals of business processes and should be able to analyse the nuances of business deals
  • Leadership skills and strong negotiation skills are helpful
  • Strong communication skills and presentation skills are highly desireable

Education and Qualifications

  • Minimum of 2-3 years experience in financial services
  • University Degree either Bachelors or Masters (will also undergo a general IQ Test)
  • Submit GMAT, GRE or SAT scores
  • Strong English Language skills (will under go general English Competency Test)
  • Second Language skills desirable (ideal languages include Arabic, Russian, Mandarin, Hindi and French)
  • Submit degree certificates

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