Corporate Treasury and Family Office

3 weeks ago

Mumbai, 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.

  • Corporate Treasury and Family Office

    1 week ago

    Mumbai, 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...

  • Corporate Treasury and Family Office

    2 weeks ago

    Mumbai, Maharashtra, India Tipsons Group Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Corporate Treasury and Family Office

    1 week ago

    Mumbai, Maharashtra, India, Maharashtra 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...

  • Tip Sons

    2 weeks ago

    Mumbai, India Tip Sons Full time

    About the Role:- We are seeking an experienced Corporate Treasury & Family Office Relationship Manager to interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries. The role involves managing investor relationships, creating and marketing fixed income solutions, and delivering customized investment products.- The ideal...

  • ▷ [18/09/2025] Corporate Treasury and Family Office

    4 weeks ago

    Mumbai, 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...

  • Director Sales

    2 weeks ago

    Mumbai, India Yubi Markets Full time

    Yubi 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...

  • Director Sales

    23 hours ago

    mumbai, India Yubi Markets Full time

    Yubi 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...

  • Director Sales

    2 weeks ago

    Mumbai, India Yubi Markets Full time

    Yubi 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...

  • Director Sales

    1 week ago

    Mumbai, India Yubi Markets Full time

    Yubi 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...

  • Head - Family Office

    19 hours ago

    Mumbai, India Yubi Markets Full time

    About 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...