Strategic Investment Partnerships

2 weeks ago


Kurnool, Andhra Pradesh, India beBeeInvestor Full time ₹ 15,00,000 - ₹ 19,99,999
Investment Opportunities Specialist

Key Responsibilities:

  • Collaborate with high-net-worth individuals, family offices, and corporate treasuries to identify tailored investment opportunities in fixed income products.
  • Lead the development of investor materials, host webinars, and organize events to engage with clients and promote company offerings.
  • Build and maintain relationships with current and potential investors, providing exceptional service and support.
  • Work closely with Product teams to create customized products for specific client needs, assess client profiles to propose personalized solutions, and facilitate transactions.
  • Onboard new corporates and family offices, ensuring a seamless integration into our network.
  • Coordinate with stakeholders to capture and upload client portfolio data into relevant reporting systems, and provide custom internal reporting to drive business insights.

Requirements:

  • Deep understanding of family office requirements and debt product offerings.
  • 3-8 years of experience in wealth management preferred.

Note: The ideal candidate will possess excellent communication skills, be able to work effectively in a team environment, and have a strong ability to build and maintain relationships with clients and stakeholders.



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