Senior Financial Specialist

2 days ago


Davangere, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000
Job Overview

This role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.

  • Key Responsibilities:
    • Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate treasuries.
    • Develop and manage relationships with current and potential investors by understanding their specific needs and providing bespoke solutions.
    • Collaborate with Product teams to create customized products for unique situations and assess client credit profiles to propose innovative deals.
    • Closing transactions, onboarding new corporates and family offices while ensuring seamless client experiences.
    • Coordinate with stakeholders to capture and upload client portfolio data into relevant reporting systems and prepare custom internal reports.
  • Requirements:
    • In-depth understanding of family office requirements and debt product offerings is crucial for success.
    • Minimum 3-8 years of experience in a wealth management firm preferred but not necessary.
Job Summary

As a key member of our team, you will be responsible for creating personalized marketing strategies, developing strong investor relationships and working closely with our Product teams to craft innovative financial solutions.



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