Senior Wealth Manager - BFSI

The role is for scaling a bond platform by increasing participation of the retail/ wealth segment. Specifically, the role will entail getting appetite from HNIs, family offices, corporate treasuries, and other distributors; and to help Issuers across sectors raise funds via various fixed income products like MLDs, bonds, covered instruments and PTCs.

Key responsibilities :

- Scale the platform by increasing the flow of transactions and retail investors on both primary and secondary trades.

- Engage with HNIs, family offices, corporate treasuries, and wealth firms on their investment appetite.

- Manage existing and potential investor relationships to increase activity on the platform.

- Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, conducting webinars/ roadshows/ and other knowledge events.

- Partner cross-functionally with our Product and Legal team to design bespoke structured deals for investors and clients.

Desired Skills and Experience :

- Strong networking and connect in the wealth segment with minimum relevant work experience of 6-8 years.

- Sound understanding of market dynamics and various fixed income products including structured transactions.

- Previous experience in scaling up the platform shall be preferred.

- Strong communication skills and ability to pitch complex products to HNIs/family offices is essential.

- Ability to leverage social media platforms and other digital marketing channels to generate leads.

- Demonstrated leadership and team management skills.

Work Environment Details

- An opportunity to play a formative role in an ambitious financial services marketplace spanning investment banking, debt capital markets, institutional finance, retail lending and asset management.