About the Prospect
A rapid-evolving leader in the BFSI (Banking, Financial Services & Insurance) sector, we empower institutional clients and enterprise investors with tailored capital solutions, wealth structuring, and strategic funding advisory. Operating at the intersection of corporate finance and high-net-worth wealth, our team builds long-term, trust-based relationships that drive portfolio growth, liquidity optimization, and market resilience for clients across Tier 1 and Tier 2 cities in India. Role & Responsibilities
Prospect, onboard, and manage a portfolio of B2B corporate clients, family offices, and institutional investors across key Indian markets.
Design and present customized investment structures (debt, equity, hybrid) aligned with client risk-return profiles and regulatory frameworks.
Collaborate with product & legal teams to structure bespoke funding solutions including securitization, NCDs, private placements, and structured deposits.
Drive pipeline growth through targeted outreach, industry events,



and referrals—achieving monthly and quarterly revenue targets.
Manage relationship lifecycle from KYC onboarding to post-sales service, ensuring compliance, transparency, and client retention.
Prepare pitch decks, investment memos, and performance dashboards tailored to senior decision-makers (CFOs, Treasurers, Investment Committees).

Skills & Qualifications
Must-Have
CRM tools (Salesforce, HubSpot)
Financial modeling (Excel, Power BI)
Investment structuring
BFSI compliance (RBI, SEBI guidelines)
Client onboarding workflows
Stakeholder negotiation
Portfolio management
Pitch deck creation

Preferred
CA or CFA certification
Experience with NBFCs or private credit
Knowledge of FPI / FDI investment routes

Benefits & Culture Highlights
Performance-linked incentives + accelerators for top performers
Hybrid WFH policy after 6 months + versatile core hours
Access to premium wealth & capital markets certification programs

📌 Relationship Managerb Investments Bfsi Hyderabad
🏢 Devdort
📍 Hyderabad