Wealth Manager
1 week ago
About Our Client
The client is one of the leading financing platform in India
Job Description
Capital Raising:
Lead efforts to secure investments from Limited Partners (LPs) for in-house credit funds across multiple markets.Pipeline Development:
Build and maintain a robust pipeline of potential investors by initiating outreach and cultivating relationships.Pitching and Lifecycle Management:
Present investment opportunities to potential clients, manage the fundraising process from inception to closure, including conducting introductory calls, responding to data requests, and finalizing deals.Internal Collaboration:
Work closely with internal stakeholders and potential investor data requests, and compile customized data rooms to support fundraising efforts.Benchmarking and Guidance:
Analyze fundraising pitches in comparison to market peers, provide product and market guidance to internal teams to enhance fundraising effectiveness.
The Successful Applicant
- 3+ years of work experience in wealth management in client-facing or relationship management roles- Experience in identifying potential investor leads and handling the process end to end by building rapport- Good communication and Proficiency in PowerPoint
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