Senior Financial Services Specialist

2 weeks ago

Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Finance Professional - Investment Interests

Job Summary:

We are seeking a skilled finance professional to engage with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests and needs.

Key Responsibilities:
  • Investor Relations: Build relationships with current and potential investors to drive business growth and expand our network.
  • Product Development: Collaborate with Product teams to create tailored financial products for specific situations and assess client credit profiles to propose customized deals.
  • Client Onboarding: Onboard new corporates and family offices, ensuring a seamless integration into our operations.
  • Reporting and Data Management: Coordinate with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems, preparing custom internal reports as needed.

Requirements:

We are looking for a candidate with 3-8 years of experience in a wealth management firm, possessing an in-depth understanding of family office requirements and debt product offerings.

Tips For Success:

Tipsons Group values innovative thinkers who can drive business growth and deliver exceptional results. If you are passionate about finance and have a strong desire to succeed, we encourage you to apply for this exciting opportunity.

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