Wealth Manager/Relationship Manager - BFSI

Role Overview:

• We are seeking a high-performing Relationship Manager to drive client acquisition and business development in the exchange-traded derivatives space. This is a pure hunter role, focused on sourcing, onboarding, and activating institutional investors, corporates, family offices, proprietary trading firms, and high-net-worth individuals (HNIs).
• The role covers derivatives trading across global exchanges, including equity index futures & options, commodity derivatives, interest rate derivatives, along with structuring bespoke, client specific derivative portfolios aligned to risk appetite, trading objectives, and market conditions.

Key Responsibilities:

• Drive new client acquisition and onboarding for exchange-traded derivatives, focusing on clients with a minimum investment of USD 100,000 and above.
• Identify, engage, and convert institutional investors, corporates, family offices, proprietary trading firms, algorithmic traders, and high-net-worth individuals (HNIs) across regional and global markets.
• Pitch and structure directional, hedging, volatility, spread, and delta-neutral strategies, aligned with client objectives and risk profiles.
• Educate clients on margin frameworks, MTM settlements, rollover mechanics, contract specifications, and exchange regulations.
• Build and manage a strong acquisition pipeline through cold outreach, professional networks, referrals, exchange events, and industry forums.
• Achieve defined targets across new funded accounts, trading volumes, brokerage revenue, and client activation metrics.
• Monitor market trends including volatility, open interest, rollover activity, expiry behavior, and global macro events to support client conversations.
• Collaborate with dealing desks, research, risk, operations, and compliance teams to ensure seamless execution and regulatory adherence.
• Support business growth initiatives through client seminars, webinars, and market briefings on derivatives, options strategies, and risk management.

Ideal Candidate Profile:

• Bachelor's degree in finance, Economics, Business, Engineering, Mathematics, or a related discipline.
• MBA (Finance), CFA, FRM, CA, or relevant market certifications preferred.
• 3-5+ years of experience in derivatives sales, institutional broking, proprietary trading, structured products, or wealth management.
• Proven track record in new client acquisition and activation within derivatives markets.
• Strong exposure to global exchanges, multi-asset derivatives, and institutional/HNI clients.