Relationship Manager at VFD Group

Job Purpose

• To support the growth and commercial objectives of the organization'sOTC Market, Private Capital Market, or Commercial Paper business units through client acquisition, relationship management, market development, and increased participation in theorganization's products and services.

Key Responsibilities

• Identify, prospect, and onboard eligible issuers, investors, brokers, financial institutions, and other market participants across the OTC Market, Private Capital Market, and Commercial Paper business units.
• Work collaboratively with the Heads of OTC Market, Private Capital Market, and Commercial Paper to execute their respective business development and market growth strategies.
• Build and maintain strong relationships with existing and prospective clients, ensuring consistent engagement across organization's relevant products and services.
• Identify companies seeking capital, eligible securities for market participation, commercial paper issuance opportunities, and potential secondary-market trading opportunities.
• Explain organization's products, market processes, participation requirements, and commercial propositions to prospective and existing clients.
• Coordinate client onboarding and documentation with the relevant internal teams, including Compliance, Legal, Market Operations, and other designated functions.
• Identify cross-selling opportunities across the three business units and refer opportunities to the appropriate Head for assessment and follow-through.
• Arrange client meetings, presentations, market education sessions, and stakeholder engagements.
• Maintain accurate client records, prospect pipelines, engagement reports, and transaction follow-up schedules.
• Monitor client needs, market developments, and competitor activities to identify opportunities for business growth.
• Follow up on outstanding client requirements and coordinate internally to resolve issues affecting onboarding, issuance, trading, or market participation.
• Work with the respective Heads to develop client acquisition plans, account strategies, and measurable engagement targets.
• Prepare periodic reports on prospects, client engagement, onboarding progress, transaction pipelines, and business development performance.
• Ensure all client engagement and business development activities comply with the organization's approved policies, market rules, and applicable regulatory requirements.

Key Performance Indicators (KPIs)

• Number of qualified prospects identified and converted into active market participants.
• Growth in client onboarding within business units.
• Value and volume of transactions, issuances, or other business opportunities facilitated.
• Revenue generated or contributed through client relationships.
• Growth in active client participation and repeat business.
• Timeliness of client onboarding, follow-ups, and issue resolution.
• Quality and accuracy of client records, pipeline reporting, and management updates.
• Achievement of agreed business development targets within assigned business unit.

Qualifications and Experience

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related discipline.
• 4 – 7 years of relevant experience in relationship management, corporate banking, investment banking, capital markets, stockbroking, or financial services business development.
• Good understanding of securities markets, corporate finance, debt instruments, and investment products.
• Experience engaging corporate issuers, institutional investors, brokers, or other financial market participants.
• Demonstrated ability to develop business relationships, convert prospects, and contribute to revenue growth.
• Strong communication, presentation, negotiation, analytical, and stakeholder management skills.
• Proficiency in Microsoft Office; experience with CRM systems is an advantage.