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Jobs/Senior Advisor Role/FalconX - Senior Institutional Coverage
FalconX

FalconX - Senior Institutional Coverage

Remote - Bangalore, Karnataka, India2w ago
RemoteSeniorAPACAsset ManagementBankingSenior AdvisorMBABaseSegment

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Requirements

• MBA degree or equivalent practical experience • 6+ years of experience in a Corporate Relationship Management role at a Bank, Fintech/Financial services or in the Asset management industry • Superior service skills/"client first" approach resulting in strong customer loyalty, ability to service customers in the given region and being flexible as the role evolves • An interest in the digital asset space and enthusiasm about FalconX’s products and business model • Working knowledge in any major asset class (Fixed Income, Forex, Equities, Commodities) and front office experience in handling Spot and derivatives products in any of these asset classes • Ability to represent the company’s culture and values to our institutional counterparties • Inclusive team player attitude • Start-up mindset and go-getter attitude, hunger for scaling business and revenues • Entrepreneurial experience • Strong analytical skills, both quantitative and qualitative • Base knowledge of institutional investment strategies and portfolio positioning • Knowledge and passion for digital assets / crypto • Knowledge of financial markets and investing • Strong interpersonal, organisational, and time management skills • Masters degree in finance • Experience working with remote teams • Notice at Collection and Privacy Policy • Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. • Inclusivity Statement • FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! • As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.

Responsibilities

• Managing and servicing a list of designated clients, or your ‘Book of Business’, as their primary point of contact. This includes: • Inbound inquiries from the Client segment as well as working with the sales teams on converting outbound leads • Building long-term relationships with your clients and provide ongoing relationship servicing current clients to enable up-sell / cross-sell opportunities and ensure they are satisfied • Demonstrate a proactive mindset, constantly thinking ahead and anticipating client needs and/or concerns, while keeping their business goals top-of-mind • Contribute to the planning and implementation of the client segment in designated region and execute the business strategy surrounding it • Understand the product offerings in the marketplace and assess the activities of our competitors to proactively satisfy and retain our clients • Assess client satisfaction and extract key business needs/issues • Achieve quarterly target metrics and KPIs established by management • Align with leadership regularly to discuss and optimize strategy and share customer feedback across functions

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