DVP / VP - Private Market Investments
3 days ago
Job Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking ) Location: Mumbai Experience: 6 - 10 Years ________________________________________ Role Summary We are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices. This role focuses on sourcing, evaluating, and advising clients on pre-IPO and early-stage venture capital opportunities. The ideal candidate will have a deep understanding of private equity and venture capital, a strong network in the startup ecosystem, and a proven track record of facilitating private market deals. ________________________________________ Key Responsibilities • Deal Sourcing and Evaluation: Identify and source high-potential pre-IPO and early-stage investment opportunities for clients. • Client Advisory: Advise HNIs and family offices on private market deals, including conducting due diligence on startups' financial health, market position, and growth potential. • Deal Facilitation: Manage the end-to-end deal process for pre-IPO placements and secondary transactions with ultra-high-net-worth (UHNI) investors. This includes preparing legal documents and negotiating terms. • Startup Advisory: Advise startups on capital raising and funding strategies through HNIs, family offices, and micro-VCs. • Market Analysis: Stay informed on market trends, competitive landscapes, and regulatory changes to guide investment strategies. • Relationship Management: Build and maintain strong relationships with founders, VCs, family offices, and HNIs. • Portfolio Management: Help clients integrate private market investments into their overall wealth plan for a balanced and diversified portfolio. ________________________________________ Qualifications • Experience: Proven experience in private equity, venture capital, or a related field, with a focus on advising HNI and family office clients. Experience facilitating pre-IPO and secondary transactions is highly preferred. • Domain Knowledge: A strong understanding of private market investment strategies, including venture capital and growth equity. Familiarity with fund structures, financial modeling, and valuation analysis is essential. • Network: An established network within the startup and private investment ecosystem in India. • Education: A Bachelor's degree in Finance, Business, or a related field is required. An MBA or CFA is a plus. • Soft Skills: Excellent communication, negotiation, and interpersonal skills with the ability to build trust and rapport with sophisticated investors.
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DVP / VP - Private Market Investments
3 days ago
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking )Location: MumbaiExperience: 6 - 10 Years________________________________________Role SummaryWe are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices....
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AVP/DVP/VP- Wealth Management
5 days ago
Delhi, Delhi, India IIFL Capital Services Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...
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VP/ AVP/ DVP
3 weeks ago
Vadodara, Delhi, Indore, India Quick Turtle Full timeJob Description VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth...
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VP/ AVP/ DVP PCG
2 weeks ago
Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality...
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Sr Investment Counsellor SOUTH MUMBAI AVP
4 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details:Grade:[SM/AVP/DVP] Maximum CTC:[11L - 30L] Location:[Lower Parel] Position: [2]The purpose of this role is to guide and motivate the team of...
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Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...
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Sr Investment Counsellor SOUTH MUMBAI AVP
3 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...
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Investment Banking AVP/VP
4 weeks ago
New Delhi, India Indium Capital Advisors Full timeIndium Capital - Investment Banking AVP/VP - CA/IIM/ISM/FMS/MDI/CA (4-8 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively withmarquee clientson deals across healthcare, consumer, tech/digital and industrials...
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VP / Sr VP Private Wealth
7 days ago
Delhi, Mumbai, NCR, India Talentxplore Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAs VP/SVP – Private Wealth, you'll lead and scale the wealth management business, drive high-level client acquisition, mentor leaders, and build lasting client relationships to ensure strategic growth and superior business performance.
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New York Nyoma, Jammu & Kashmir, India Franklin Templeton Investments Full timeAt Franklin Templeton we re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals Our talented teams working around the globe bring expertise that s both...