Posted by
Posted in
Banking & Finance
Job Code
1668791

We are seeking a dynamic and driven Wealth Management specialist at Delhi/NCR to head the north region The role involves driving investor acquisition, building relationships with HNIs, UHNIs, family offices, and professionals, and promoting our alternate investment opportunities. This is a high-impact role for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.
Key Responsibilities:
- Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Achieve sales targets and contribute to the growth of the company.
- Stay updated on trends in startups, venture capital, private markets, and alternate investments.
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Posted by
Posted in
Banking & Finance
Job Code
1668791