Investment Banking Associate

Investment Banking Associate (6-7 yrs)

Key Responsibilities:
- Build and expand a network of HNI and UHNI investors.
- Acquire and onboard investors onto ecosystem.
- Develop long-term relationships with investors through regular engagement.
- Present investment opportunities and other private market deals.
- Understand investor preferences and help them evaluate suitable investment opportunities.
- Coordinate with internal investment teams to ensure timely communication of live deals.
- Maintain regular follow-ups with investors and provide ongoing support throughout the investment journey.
- Generate referrals and contribute to the growth of the investor network.
- Represent company's professionally while delivering a high-quality client experience.
Desired Candidate Profile:
- MBA (Finance/Marketing) from a Tier 2 institute preferred.
- 2-4 years of experience in Investor Relations, Wealth Management, Private Banking, Capital Markets, Investment Advisory, Fundraising, Financial Services, or Relationship Management.
- Excellent communication and interpersonal skills.
- Experience managing HNI/UHNI or affluent clients.
- Strong relationship-building and networking abilities.
- Basic understanding of capital markets and private market investments.
- Self-driven, confident, and comfortable interacting with senior investors.