Sr Relationship Manager

About Xerago

Xerago is a global AI-driven digital enterprise that gets inside enterprise systems and makes them run the way they were designed to. For over two decades, Xerago has helped large and mid-market organizations across the world solve complex digital challenges, deliver measurable outcomes, and create sustained impact. We have been delivering Digital Impact to enterprises for over 20 years. Now with AI, we deliver Digital Independence as well.

Xerago solves operational problems through AI-native intelligence across Customer Experience, Data Analytics, MarTech, Cloud, AI, Customer Engagement and Retention, Digital Analytics, Digital Commerce, and Campaign Management automating workflows and integrating everything into one operating layer teams can control.

50+ Global Clients. 25 Countries. 5 Continents. 100k+ Campaigns. 1B+ Customers Reached.

• Job Location:Chennai / Hyderabad | Onsite
• Job Title:Sr Relationship Manager
• Years of Experience:4–5 Years
• Grade:X5

Job Description

As a Sr Relationship Manager at Xerago Securities, your primary focus will be on growing and managing Assets Under Advisory (AUA) by building trusted, long-term relationships with high-net-worth individuals, family offices, and institutional investors. You will be responsible for client acquisition, portfolio management, regulatory compliance, and business development — with a clear target of acquiring 20 clients with an AUA of ₹40 Crs within the first 12 months.

What You'll Be Responsible For

• Transfer the existing AUA of clients managed by the candidate
• Maintain and enhance relationships with high-net-worth clients and institutional investors
• Provide personalized financial advice and investment strategies tailored to clients' goals and risk tolerance
• Conduct regular portfolio reviews and performance assessments with clients
• Collaborate with the executive team to set review targets and plan of action to acquire AUA and clients
• Lead business development efforts to attract new clients and expand the firm's market presence
• Monitor market trends and economic indicators to make informed investment decisions
• Ensure adherence to the firm's investment policies and risk management guidelines
• Ensure the firm's practices comply with SEBI regulations and other relevant legal requirements
• Conduct periodic audits and reviews to maintain high standards of regulatory compliance
• Implement and monitor internal controls to manage and mitigate risks effectively
• Develop and execute strategic initiatives to expand the firm's client base and market share
• Identify and pursue new business opportunities, including high-net-worth individuals, family offices, and institutional clients
• Network extensively within the industry to build relationships and attract new clients
• Create and implement marketing and outreach strategies to promote the firm's services
• Represent the firm at industry events, conferences, and seminars to increase visibility and brand recognition
• Mandatory Certification Required:NISM Series XV & X – A&B

Requirements

• 4–5 years of experience in relationship management, wealth management, or financial advisory
• Demonstrated ability to acquire and grow high-value client relationships
• Strong understanding of investment products, portfolio management, and SEBI regulations
• Proven track record of meeting or exceeding AUA and client acquisition targets
• Excellent communication and interpersonal skills with the ability to engage senior executives and HNI clients
• Mandatory: NISM Series XV & X – A&B certification
• Self-motivated with the ability to work independently and as part of a team

Expectations

• Develop a detailed Business Development Plan within the first 30 days
• Acquire 20 clients with an AUA of ₹40 Crs in the first 12 months
• Add a minimum of 3 clients per month with an average AUA of ₹1.5 Crs
• Identify client outreach programs and prepare budgets for the same
• Prepare documentation detailing periodic Client Engagement activities
• Help the Tech Team customize the CRM (HubSpot) for better management of client relationships