Posted By

Sattyasai

COO at Onyxsearchpractice

Last Login: 03 December 2023

Job Views:  
265
Applications:  55
Recruiter Actions:  47

Job Code

1181823

Wealth Manager - Investment Management

3 - 10 Years.Bangalore/Mumbai/Gurgaon/Gurugram
Posted 1 year ago
Posted 1 year ago

Location: New Delhi / Mumbai/ Bangalore (Visit to H.O. Quarterly)

Responsibilities:

1. Pitching Investment concept and advisory services to prospective investors and expand investor base.

2. Actively network and showcase firm investment track record to prospective investors to grow Investor database .

3. Assist in preparing pitch documents, investment summaries, information memorandum and other Deal collateral to be presented

4. Pitching Magic investments to investor pool and procuring investment commitments from investors.

5. Consummating deals and coordinating investment mobilization.

6. Coordinating with legal, financial and other partners to ensure quick transaction closure.

7. Managing investor returns and operational update cycle for investors.

8. Maintain and update all investor conversation and servicing update on CRM.

9. Establishing all policies and processes and running a fully compliant sales and service organization with highest NPS scores in the industry.

10. Detailed instructions shall be provided to you at the time of joining.

11. Your designation is indicative of the initial responsibilities, which you are required to carry out. 12. The Company shall be entitled to require you at any time, to perform any other administrative, managerial, supervisory or other functions.

Education, Experience & Skills:

1. MBA in any discipline

2. 3-10 years of relevant experience

3. Excellent written and verbal communication skills

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Posted By

Sattyasai

COO at Onyxsearchpractice

Last Login: 03 December 2023

Job Views:  
265
Applications:  55
Recruiter Actions:  47

Job Code

1181823

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