Wealth Manager Mumbai

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profile Job Location:

Mumbai - India

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

SALARY UPTO-8 LPA

Job Title: Wealth Manager - Mumbai


Job Responsibility

*Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes.
*Investor Sourcing:* Identify research and engage with new prospective investors (institutional and individual) to broaden the investor base for the fund and/or portfolio companies.
*Client Engagement:* Prepare for and actively participate in meetings with existing and potential clients investors and partners to present investment opportunities and updates.
*Relationship Management:* Maintain and strengthen relationships with current investors through regular updates reporting and events; ensure regular communication and timely responses to investor queries.
*Market Intelligence:* Track market trends and investor activity; provide insights and suggestions for new sources of capital or fundraising strategies.
*Deal Support:* Support investment banking team in transaction execution including data collection validation of investor interests coordinating documents and transactional follow-ups.

Key Skills:Mandatory:

Strong communication and interpersonal skills for client/investor interactions.
Analytical abilities with keen attention to financial modeling and market analysis.
Ability to draft high-quality presentations reports and marketing materials.
Organized mindset with skills in juggling multiple stakeholders and managing timelines.
Understanding of capital markets fundraising processes and investment cycles.


Target Industry: Investment Banking

Mandatory : 1 years of experience in corporate sales as per required industry

Gender: Female

Experience: 1 to 3 years

Job Location: Andheri East Mumbai

Working Days: 6 days

Work Timings: 10am to 6pm

Qualification: Graduation

Notice Period: Immediate to 30 days

Relocation candidates: No

SALARY UPTO-8 LPAJob Title: Wealth Manager - MumbaiJob Responsibility *Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes. *Investor Sou...
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Company Industry

IT Services and IT Consulting

Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills