Job description

Experience: 4+ Years
Location: Mumbai and Pune

Roles and Responsibilities-

• This position will be responsible for originating new business from UHNWIs/ Family offices for Investment advisory, PMS schemes and Alternatives (AIFs, Private credit funds, global funds) etc.
• The incumbent will prospect for new business opportunities, follow up on proposal generation, respond to client requests for information and/or problems, and continue to enhance the company’s brand.
• Provide relevant feedback from prospects/ existing clients to improve upon the offerings.
• The person will be responsible for learning and articulating the value proposition that the company brings to the Family offices and business families/ UHNWIs category.

Qualifications and Education Requirements:

Education Qualification: MBA from Premier Institutes Must have:

• Prior investment experience
• Managing Client Relationships

Good to have: Family office/ Family business/ Institutional relationships

Required Skills:

• Good understanding of financial metrics.
• Passionate about investing in capital market.
• High proficiency in MS office suite.
• Excellent communication skills in English (both written and spoken).

Soft Skills:

• High degree of professional code of conduct & team player.
• Resourcefulness.
• Technology savvy.
• Ability to manage multiple requirements in a fast paced, dynamic environment.
• Detail oriented with a high degree of accuracy.

Minimum work experience required:

• 7-10 years of experience
• Experience in family office/ UHNWI investments is preferable