- Connect and engage with Family Offices (FO), Promoters of successful companies/groups & their families and other HNIs/UHNIs.
- Educate and motivate the Family Offices about equity and debt investments in private small to mid-market companies which are on their fast growth path or at an inflection point towards their trans-formative journey.
- Work closely with the IB team to take curated deals and research reports to relevant Family Offices. Conduct Market intelligence and provide key inputs to the team.
- Organize social get-togethers and meetings/follow-ups for the FOs/UHNIs periodically Skills
- Acquiring, nurturing, growing, and strengthening relationships within the Affluent and HNI segment of clients in order to meet business objectives.
- Candidates must have worked with wealth management verticals from groups such as IIFL, Kotak, Axis, Edelweiss, Anand Rathi etc or should have handled investor relations for early stage focused VC funds focused on Family offices and such other roles.
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