Wodehouse Capital Advisors Pvt ltd, is looking for an Analyst (Entry Level Role) in their Mumbai office. Individuals with over 2 years experience Do Not Apply ! We are looking for Candidates who have theoretical knowledge and wish to foray into the world of Wealth Management &amp; Private Equity business from ground up. We are looking for a dynamic young individual who displays Passion For Learning is Always Energetic has Hunger For Growth is Positive With A Never Say Die Attitude is Self-Motivated &amp; Disciplined and Wants To Make Every Day Count You will learn from Dynamic Leaders who will teach &amp; guide you every step of the way whenever required. If you fit the bill go ahead and apply for this opening. Educational Qualifications/ Role Requirement : - Finance Graduate/MBA in Finance/Wealth Management or Private Equity Course - Strong Analytical &amp; Problem solving skills; Ability to multi-task; Strong attention to Detail. - Fundamental understanding of financial markets/private equity/accounting. - Excellent communication skills, both written and verbal (English) - Strong MS Office applications knowledge &amp; presentation skills. Job Profile: - Cold calling, fix meetings, complete co-ordination &amp; follow-ups on meeting &amp; update on status. - Sending out calendar invites to all attendees for meetings. - Creating strategy reports and other types of documents for Directors to use with clients and prospective clients - Identifying new business opportunities, including prospecting clients through cold calling. - Research and find key contacts within industries/companies as and when required by the Management. - Assisting in pre-client meeting tasks such as preparation of meeting agendas, client paperwork, investment policy statements etc - Involvement in tying up with AMCs/VCs/PE Funds. - Assisting/participating during client meetings (i.e. running power point presentations) - Develop &amp; maintain a database of key contacts with timely updates and comments. - Updating client portfolio &amp; reports once a week. - Researching a wide variety of financial products (and occasionally being asked to provide their opinions to associates and partners) Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services, according to Forbes. Candidates residing in Mumbai only apply ! Shortlisted candidates will be contacted Directly.

Mumbai

Wodehouse Capital Advisors - Analyst - Wealth Management/Private Equity 

Wodehouse Capital Advisors - Analyst - Wealth Management/Private Equity  ,Job Description for Wodehouse Capital Advisors - Analyst - Wealth Management/Private Equity  in Wodehouse Capital Advisors Pvt Ltd in  Mumbai for (0-2) years of experience. Apply Now!

Job Description for Wodehouse Capital Advisors - Analyst - Wealth Management/Private Equity  in Wodehouse Capital Advisors Pvt Ltd in  Mumbai for (0-2) years of experience. Apply Now!