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14/12 Sanjeev Maheshwari
Founder & Principal Associate at rFactor Consultants

Views:1540 Applications:49 Rec. Actions:Recruiter Actions:9

AVP - Wealth Management/Private Equity Placement - HNI - Mutual Funds (4-8 yrs)

Mumbai Job Code: 521667

Ideal Profile:

- Strong sales experience in Mutual Funds to HNI

Job Purpose:

It is a senior position and primary responsibilities will be towards developing the investor franchise.

The position reports into the person based at Chennai.

Key Responsibilities Areas :

- Develop a strong investor franchise for the client's transactions

- Create and maintain a database of wide range of investors (family offices, banks, NBFCs, insurance companies, pension funds)

- Arrange for meetings with potential investors and make a presentation / pitches for the client's transactions and asset classes

- Conduct regular follow-up calls and meetings with current and potential investors

- Create deep relationships with investors and build a strong investor franchise

- Market and place the client's transactions with debt capital market investors

- Ability to understand investor requirements/market feedback and communicate to the structuring team towards new structures

- Negotiate terms, pricing, documentation

- Manage end to end transaction closure

- Provide post transaction support to investors

- Provide inputs for transaction structuring and new asset classes

- Develop a sound understanding of the sectors and entities that the firm represents, through field visits, data analysis and interactions with internal teams

- Develop a sound understanding of the products that the client has developed, including regulations, tax, excel modelling and documentation

- Be at the forefront of gauging investor appetite for new asset classes/products

- Provide feedback to structuring and origination teams

- Networking within the industry

- Represent the client at conferences and seminars

- Create visibility for the client amongst debt capital market investors

Minimum Qualifications:

- MBA or Post Graduate in Management from a premier institute/Chartered Accountant/CFA

Work Experience :

- Minimum 4 years relevant experience in sales roles - private banking, private wealth distribution, mutual fund distribution, private equity/AIF fund raising team, other similar roles

Skills Required :

- Strong sales experience and networking skills

- Self-starter with the ability to own the role and develop high quality coverage

- Excellent oral and written communication skills

- Strong analytical skills. Good understanding of structured products

- Working knowledge of MS-Office tools.

- Interest in financial inclusion and the opportunities that this space represents

- Experience of and ability to stretch oneself, work under pressure, handle multiple assignments simultaneously and deliver on deadlines

- Strong negotiation skill Strong negotiation skills with problem solving attitude

- Strong work ethic, positive attitude, self-motivated individual having an ability to work individually and as part of a team.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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