Associate - Wealth Manager

Department Icon Investment Banking, Private Equity & VC
Posted: 3 years ago
2-4 years
Mumbai
Investment Banking, Private Equity & VC
Work From Office
Full Time

Posted: 3 years ago
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Job Description

  • Engage with HNIs, family offices and wealth firms on their investment appetite
  • Manage the investor relationships for the entire Gujarat market
  • Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc
  • Manage existing and potential investor relationships to increase activity on the platform.
  • Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand Credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets.
    • Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs

    Requirements

    • Good understanding of Ahmadabad market and sub regions within the state
    • Have strong understanding of wealth segment and product offerings (2+ years’ work experience with a wealth house would be preferred).
    • Strong communication skills and ability to pitch complex products to HNIs/family offices would be essential.
    • Ability to leverage social media platforms and other digital marketing channels to pitch product offerings

    Benefits

    • Apart from the unique opportunity of transforming the debt market, our benefits include:
    • Ample opportunity for significant personal wealth creation by way of ESOPs
    • One can never stop learning so we have a dedicated budget of INR 75,000/year that you can use towards pursuing learning programs/certifications/attending conferences
    • Best in industry healthcare for you and your family: Life insurance (10X your Fixed annual CTC) and Critical Illness cover (7X your Fixed annual CTC)
    • Generous health insurance for you as well as your dependents, including parents or parents in-laws up to INR 800,000 for self and dependents
    • Child care reimbursement of 15k per month per child for all working parents towards nanny/creche expenses.
    • Food is on the house. So that you can focus on what matters the most.
    • Best in class maternity & paternity benefits.
    • Hybrid work modules to get quality work done by managing your own time.

  • We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

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About Company

"Installation of Camera’s in Home, Office, Business, Warehouse can reduce crime before it happens. We are here to help you for consultation and installation of CCTV at your premises" Yubix Business Solution in Chindatripet, Chennai is one of the leading businesses in the CCTV Installation Services-Hikvision with 2 photos. Yubix Business Solution in Chennai is one of the leading businesses in the IT sector & we were focusing on software and hardware's

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