Trust Group

3 weeks ago


Mumbai, India Trust Group Full time

Roles & Responsibilities:

- Establishing and Maintaining Relationships with Wealth management Firms, Corporates and Family Offices.

- Scheduling and conducting meetings with new and prospective clients.

- Updating Clients about New Offerings and Opportunities in the Debt Capital Market.

- Explaining Product Structures for various offerings to Clients.

- Training Clients for Executing trades in the Secondary Market.

- Execution and Settlement of Trades with Clients/Counterparties.

- Acquisition of new Clients (Corporates/ Wealth Firms /Family Office and Ultra HNIs)

- Assisting with Portfolio Valuation for Clients.

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