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09/05 Anshita Khandelwal
Employer at KDPL

Views:471 Applications:96 Rec. Actions:Recruiter Actions:41

Financial Advisor - BFSI (10-20 yrs)

Delhi NCR/Mumbai/Bangalore Job Code: 1092506

Role & Responsibilities

1. Build business model

2. Book Management

3. Client Engagement

4. Building synergies for cross selling

- Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators

- Identify and build relationships with potential clients

- Collaborate with multiple business in EWM to provide solutions for all the segments of the ecosystem

- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements

- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives

- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.

Client segment: tech founders, CXO, Operating company and private equity/venture cap fund managers

Job Requirements

Experience 10-15 years of work experience in Investment banking, wealth management B4 deals team or management consulting

Qualification Engineering background pref. Else MBA / CFA needed

Functional Competencies - Ability to simplify things

- Understand business models esp of new age businesses

- Has a network in the PE/VC or the start up ecosystem

- Understanding of broader economy - global and local, knowledge of capital markets, various asset classes

- Experience in investment/financial services

Behavioral Competencies - Passionate about at least 1 thing in life

- Hungry and ambitious

- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team player

Target Companies - Start up ecosystem - Founders, CXO and operating companies and PE/VC Fund managers

Women-friendly workplace:

Maternity and Paternity Benefits

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