Job Summary: a. Role - To support domestic origination team for fund raise in AIF & PMS. b. Qualification - MBA, CA, CFA. c. Experience - 8-10 years in Wealth Management, Asset Management, Corporate Banking, Venture Funds, Institutional Equity Sales or Investment Banking. d. Location - Mumbai Job KRA's: 1. Seasoned client coverage manager, preferably with exposure and existing relationships with institutional investors & family offices. 2. Demonstrated track record in managing Corporates, Ultra HNIs, Family Offices, Angel Investors relationships and in garnering investments into a fund vehicle. 3. Proactively source, acquire and expand high value customer relationships by maximizing sales and service opportunities. 4. Effectively communicate the organization's value proposition and provide regular value-added engagement with clients. 5. Enhancement of portfolio size and wallet share of existing customers. 6. Responsible for investment from origination to closure, including coordination of client. documentation with internal & external stake holders. 7. Revenue responsibility - Fee emanating from raising funds for the AIF & PMS. Requisite Skills: 1. Should be able to articulate investment product to clients and give supporting rationale. 2. Understanding of investment products and asset allocation methodologies from a client suitability standpoint. 3. Networking, interpersonal, analytical, and independently handling negotiations. 4. Good understanding of equity markets, financial concepts and proficiency in MS office. 5. Candidates who bring in existing relationships shall be preferred. 6. Ability to deal with pressure and flexible work approach. 7. Any added skill set will be added advantage. Interested candidates may send in their resume to joinus@baycapindia.com

Mumbai

Bay Capital Investment Advisors - AVP - Coverage & Origination 

Job Description for Bay Capital Investment Advisors - AVP - Coverage & Origination  in Bay Capital in  Mumbai for (8-12) years of experience. Apply Now!