
Financial Services Specialist
3 hours ago
We are seeking a dynamic and driven professional to join our team in Delhi/NCR.
The successful candidate will be responsible for driving investor acquisition, building relationships with High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, and professionals, and promoting alternate investment opportunities.
- Key Responsibilities:
- Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Stay updated on trends in startups, venture capital, private markets, and alternate investments.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
This is a high-impact role for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.
Requirements:
- Experience in wealth management, sales, or a related field.
- Strong networking skills and ability to build relationships with High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, and professionals.
- Excellent communication and presentation skills.
- Ability to stay up-to-date on trends in startups, venture capital, private markets, and alternate investments.
Benefits:
- Competitive compensation package.
- Opportunity to work with a dynamic team and contribute to the growth of the company.
- Professional development opportunities.
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