Client Acquisition Specialist - HNI Investors - Investment Banking

1) Client Acquisition of HNI / UHNI Single and Multiple Family Office and Funds for closing of fund raising mandate of listed and unlisted corporate mandates.

2) Your services include PAN India if required.

2. Major Role: AVP Investment Banking

1) Investment Banker (Corporate Client Acquisitions)

2) To handle buy side and sale side mandate of unlisted and listed Corporate

3) Your services would include travelling and meeting the corporates and sourcing the mandates PAN India and meeting the investors and closing funds raising PAN India. You shall also have one Associate VP for sourcing the mandate and one associate investor relation.

- Own and manage customer relationships from the point of sale through successful implementation.

- Develop measurements to help understand the impact of successful implementation.

- Create initiatives that help to drive successful product implementation.

- Help the customer define their needs and manage their timeline toward seeing value.

- Work with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.

- Respond to customer emails, chats, and calls regarding implementation.

- Complete video and phone calls to ensure that customers are supported during the onboarding process.

- Build evergreen content and resources for customers (and other organizations) to use for education and to drive rapid product adoption.

- Be a Company ABC expert and discuss or educate on any nuance of the product internally and externally.

- Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed.

- Create repeatable processes, resources, and frameworks to use when onboarding customers.

- Successfully transfer your customer relationships to a customer success manager after onboarding.