Idein Ventures - Wealth Manager - HNI

Key Responsibilities :

- To prospect potential investors in form of HNIs in India and otherwise

- To acquire these prospective clients to invest in the pool of Idein Ventures

- To create and establish relationships with potential investors for Idein Ventures

- To maintain relationships with potential investors though periodic updates and strategic investment suggestions

- To analyze the options of investments through Idein Ventures and prepare pitch and presentations for the same

- To connect with shortlisted potential investors and current investors and acquire/retain them for new investments

- To contact confirmed investors periodically and determine if they are satisfied with the service and returns generated

- To update investors with the progress of their investments through investment performance reports

- To achieve targets with respect to on-boarding investors for Idein Ventures

Skills :

- 5-15 Years of experience in Wealth Management or Relationship Management with HNIs

- Experience of working with a Wealth Management company or an Insurance company or Stock Broking is preferred

- Experience of raising private investment in India is preferred

- Excellence in self-management for handling KRAs

- Exceptional Relationship Management skills

Salary : As per market standards for the same, based on candidate's previous salary.