Vice President - Advisory (Direct Deals) 10-15 Years-NBFC Our Client: Our client is a leading financial services firm based in Mumbai, India, with a focus on investment banking and private wealth management. With an exceptional team of professionals and a commitment to providing tailored financial solutions, it is dedicated to helping clients achieve their investment goals. Job Summary: We are seeking a dynamic and experienced Vice President for Direct Deals to join our client into the Investment Banking/Private Wealth space. The ideal candidate will be responsible for leading the advisory management of our direct deal offering, with a focus on business development and relationship management. This role requires a deep understanding of the investment banking and private wealth management industry, and experience working with direct deals. Job Title: Vice President - Advisory (Direct Deals) Job Type: Business Development & Relationship Management Business Unit: Investment Banking/Private Wealth Location: Mumbai Education Qualification: Bachelor's degree in business, finance, economics, or related field required; MBA/CA/CFA preferred. Experience: 10 to 15 years of experience in product management, with a focus on direct deals in the investment banking/private wealth management industry. Preferred Certification: CFA, CIBP, FMVA, Series 79 Key Role & Responsibilities: - Head the product management for direct deals, including deal origination, execution, and post-closing activities. - Manage a team of product managers and work closely with the Markets team members, RMs, Team Heads, and Business Heads for marketing recommended deals and resolving deal issues. - Conduct screening of direct deal opportunities across various sectors, due diligence of short-listed deals, and onboarding. - Ongoing tracking of recommended and prospective deals, meetings with clients and other stakeholders, publishing deal collaterals and updates, supporting RMs in increasing deal penetration across focus areas, conducting training for RMs, ongoing tracking of business, working closely with back-office for process aspects, transaction processing, and MIS. - Work closely with Legal/Compliance/Operations for process/documentation related aspects and any regulatory requirements. - Use data to find hidden patterns and understand user behavior to improve the deal offering. - Prepare short-term and long-term roadmaps of the deals/features and define KPIs and set benchmarks to measure the performance of the product. - Develop and execute the product strategy, identifying market opportunities and evaluating the competitive landscape. - Manage the product lifecycle, including design, development, launch, and ongoing management. - Lead cross-functional teams to ensure successful product development and execution. - Develop pricing and packaging strategies to maximize the product's revenue potential. - Provide thought leadership and stay current with market trends.

Mumbai

Vice President - Advisory/Direct Deals - NBFC 

Job Description for Vice President - Advisory/Direct Deals - NBFC  in Hireginie Talent Cloud Pvt Ltd in  Mumbai for (10-15) years of experience. Apply Now!