Wealth Manager Mumbai

SALARY UPTO-8 LPA

Job Title : Wealth Manager - Mumbai

Job Responsibility

• Fundraising Support :
• Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes.
• Investor Sourcing :
• Identify research and engage with new prospective investors (institutional and individual) to broaden the investor base for the fund and / or portfolio companies.
• Client Engagement :
• Prepare for and actively participate in meetings with existing and potential clients investors and partners to present investment opportunities and updates.
• Relationship Management :
• Maintain and strengthen relationships with current investors through regular updates reporting and events; ensure regular communication and timely responses to investor queries.
• Market Intelligence :
• Track market trends and investor activity; provide insights and suggestions for new sources of capital or fundraising strategies.
• Deal Support :
• Support investment banking team in transaction execution including data collection validation of investor interests coordinating documents and transactional follow-ups.

Key Skills : Mandatory :

Strong communication and interpersonal skills for client / investor interactions.

Analytical abilities with keen attention to financial modeling and market analysis.

Ability to draft high-quality presentations reports and marketing materials.

Organized mindset with skills in juggling multiple stakeholders and managing timelines.

Understanding of capital markets fundraising processes and investment cycles.

Target Industry : Investment Banking

Mandatory : 1 years of experience in corporate sales as per required industry

Gender : Female

Experience : 1 to 3 years

Job Location : Andheri East Mumbai

Working Days : 6 days

Work Timings : 10am to 6pm

Qualification : Graduation

Notice Period : Immediate to 30 days

Relocation candidates : No

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1