Corporate Treasury and Family Office
4 weeks ago
- 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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Director Sales
4 weeks ago
New Delhi, India Yubi Markets Full timeYubi Marketsis a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
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Director Sales
3 weeks ago
New Delhi, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
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Head - Family Office
3 weeks ago
New Delhi, India Yubi Markets Full timeAbout Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Head - Family Office
3 weeks ago
New Delhi, India Yubi Markets Full timeAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
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Family Office – Asset Management
1 week ago
Delhi, Delhi, India Hireginie Full time ₹ 20,00,000 - ₹ 25,00,000 per yearFamily Office – Asset ManagementOur Client:A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...
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Family Office
5 hours ago
New Delhi, Noida, India Sand Martin Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange...
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Fund Raising
3 weeks ago
New Delhi, India Vivriti Asset Management Full timeAbout Vivriti GroupVivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses:- Vivriti Capital Limited: A systematically important Non-Banking Financial Company (NBFC ND-SI) regulated by the Reserve Bank of India (RBI). Vivriti Capital has...
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Fund Raising
7 days ago
New Delhi, India Vivriti Asset Management Full timeAbout Vivriti GroupVivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses:- Vivriti Capital Limited: A systematically important Non-Banking Financial Company (NBFC ND-SI) regulated by the Reserve Bank of India (RBI). Vivriti Capital has...
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Corporate Finance
4 weeks ago
New Delhi, India Hallmark Search Partners Full timeJob Opening: Corporate Finance & Treasury (CFT) - Delhi NCRRole OverviewWe are hiring experienced professionals for the Corporate Finance & Treasury (CFT) team of one of our global clients in the Engineering & Infrastructure sector, based in India.The role will involve managing complex treasury operations, banking relationships, and inter-company transfers...
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Treasury Sales
2 weeks ago
New Delhi, India 360 ONE Wealth Full timeJob Title: Treasury SalesLevel: AVP / VPRole OverviewWe are seeking a high-caliber Treasury Service Relationship Manager to join our Client Relations team at the AVP/VP level. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine...
