Corporate Treasury and Family Office

21 hours ago


New Delhi, India Tipsons Group Full time

- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.
- Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
- Develop and manage relationships with current and potential investors.
- Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.
- Onboarding new corporates as well family office.
- Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.
- In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in a wealth management firm preferred.



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