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:

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+.
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.

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