Deputy Vice President
On-siteMumbai, Maharashtra, India
Job Summary
Onboard and engage with HNIs, family offices, and corporate treasuries to assess investment appetite across debt, equity, PMS, AIF, and mutual funds. Conduct thought leadership at forums to manage portfolios and share investment trends while providing inputs to the Products team for curating relevant offerings. Partner cross-functionally with Product, Legal, and Risk teams to understand client risk profiles and pitch bespoke deals in capital markets. Expand sale propositions by onboarding investors for portfolio management and risk analysis needs. Leverage social media and digital channels to pitch product offerings. This role requires 10-15 years of wealth house experience and strong communication skills to close deals and optimize returns.
Required Qualifications
- Strong understanding of family office requirements and investment product offerings
- Good understanding in structured credit deals and equity markets
- Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices
- Ability to leverage social media platforms and other digital marketing channels to pitch product offerings
Desired Qualifications
- 10-15 years of work experience with a wealth house
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