Strategic Partnership Development Specialist

2 days ago


Bhavnagar, Gujarat, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Title

The Corporate Treasury and Family Office is responsible for interacting with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.

Key Responsibilities:
  • Conduct market analysis and research to identify trends and opportunities that align with client needs.
  • Develop and manage relationships with current and potential investors by providing tailored solutions.
  • Collaborate with product teams to create bespoke products for specific situations, ensuring alignment with client goals.
  • Assess client credit profiles to propose customized deals that meet their financial requirements.
  • Closely monitor transactions and onboard new corporates and family offices, ensuring seamless integration into existing systems.
  • Coordinate with stakeholders to ensure accurate capture and uploading of client portfolio data into relevant reporting systems.

To be successful in this role, you will require an in-depth understanding of family office requirements and debt product offerings. A minimum of 3-8 years of experience in a wealth management firm is preferred, with expertise in relationship building and strategic partnership development.



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