Strategic Investment Relations Specialist

2 days ago


Vadodara, Gujarat, India beBeeFamilyOfficeSpecialist Full time ₹ 30,00,000 - ₹ 50,00,000

**Job Description**

", "
  • Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests in fixed income products.
  • Oversee the marketing process, including creating investor materials, hosting webinars, and organizing events.
  • Develop and manage relationships with current and potential investors.
  • Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles, and propose customized deals.
  • Onboard new corporates and family offices.
  • Capture and upload client portfolio data into relevant reporting systems.
", "Key Responsibilities:", "
  • Investment Interests Assessment
  • Marketing Process Oversight
  • Relationship Management
  • Product Customization
  • Client Onboarding
  • Reporting System Management
", "

**Required Skills and Qualifications:**

", "
  • Experience in wealth management firms preferred.
  • Understanding of family office requirements and debt product offerings.
  • Strong analytical and communication skills.
  • Ability to work independently and collaboratively as part of a team.
", "

**Benefits:**

", "
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
", "

**Others:**

", "
  • Must be able to travel occasionally.
"],

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