Relationship Manager

About Vivriti Group

Vivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses:

1. Vivriti Capital Limited: A systematically important Non-Banking Financial Company (NBFC ND-SI) regulated by the Reserve Bank of India (RBI). Vivriti Capital has disbursed over USD 3 billion to 300+ enterprise borrowers and holds a CRISIL rating of A+.
2. Vivriti Asset Management: A fixed-income fund manager, managing multiple Alternative Investment Funds (AIFs). With over USD 550 million in commitments from 900+ institutional and private contributors, Vivriti AMC has invested more than USD 600 million across 90+ entities.

Role: Relationship Manager - Capital Markets

Location: Mumbai / Delhi / Bangalore

Experience: 2-7 years in BFSI sector

Team: Capital Markets

Reports to: Head Capital Markets

Job Summary:

We are a leading Non-Banking Financial Company (NBFC) in India seeking a dynamic and results-oriented Relationship Manager to drive our placement and distribution business. The ideal candidate will have a proven track record in the BFSI segment, with hands-on experience engaging High Net Worth Individuals (HNIs), family offices, and institutional clients. You will be responsible for sourcing, nurturing client relationships, closing deals, and providing end-to-end post-deal support, including documentation and due diligence. This role demands strong networking skills and client-centric approach.

Key Responsibilities:

• Client Acquisition and Relationship Management: Identify and onboard HNIs, family offices, and other high-value clients through targeted networking, referrals, and market outreach. Build and deepen relationships with them.
• Product Placement and Distribution: Market and place debt instruments including NCDs, structured investments for the corporates and NBFCs being sourced by the team.
• Deal Closure: Lead negotiations, pitch investment opportunities, and close deals efficiently while adhering to regulatory guidelines. Achieve quarterly/annual volume and fee targets.
• Credit Understanding and Risk Assessment: Evaluate client creditworthiness where applicable, analyse financial statements, and provide insights on credit risks to support informed decision-making (prior experience in credit analysis is a plus).
• Post-Deal Support: Coordinate with internal teams (legal, credit, operations, compliance) to ensure smooth execution and timely disbursements or settlements. Resolve any post-deal queries or issues promptly to enhance client satisfaction.
• Market Intelligence: Stay updated on market trends, regulatory changes (e.g., SEBI, RBI guidelines), and competitor offerings in the BFSI space. Provide feedback to product teams for innovation in distribution strategies.
• Reporting and Compliance: Maintain accurate records of client interactions, deals, and performance metrics. Ensure all activities comply with KYC/AML norms and internal policies.

Qualifications and Skills:

• Education: Master's degree in finance, Business Administration, Economics, or related field. MBA/CFA/CA shall be preferred.
• Experience: 2-7 years in BFSI, preferably in wealth management, private banking, or investment distribution roles. Proven experience working with HNIs and family offices; track record of closing deals is essential. Exposure to credit evaluation or structured finance is advantageous.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical abilities with a focus on client needs and risk management.
• Proficiency in MS Office (Excel, PowerPoint) and CRM tools.
• Ability to work independently and in teams in a target-driven environment.
• Knowledge of financial markets, investment products, and regulatory frameworks.
• Personal Attributes:
• High integrity, proactive, client-focused, and adaptable to fast-paced changes in the financial sector. Willingness to travel for client meetings.