Senior Capital Markets Strategist

2 days ago

Mumbai, Maharashtra, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Private Wealth Distribution Specialist

We are seeking a seasoned private wealth professional to lead our Investor Relations vertical. The ideal candidate will have deep-rooted relationships and a proven track record of closing transactions with HNIs, Ultra-HNIs, Family Offices, and Private Wealth Management firms.

This role is critical to our direct distribution strategy for structured credit and high-yield debt products, involving close collaboration with internal deal teams and external wealth platforms.

About the Role:

The successful candidate will be responsible for leading syndications and placements in the private wealth ecosystem, managing relationships with key stakeholders, and building a consistent distribution pipeline through direct investor engagement and partnerships.

Key Responsibilities:

  • Lead the syndication and placement of structured debt and high-yield opportunities to the private wealth ecosystem.
  • Manage and grow relationships with HNIs, Ultra-HNIs, Family Offices, wealth managers, MFOs, SFOs, and private banks.
  • Build a consistent distribution pipeline through direct investor engagement and partnerships with leading private wealth platforms.
  • Represent the firm in investor presentations, product pitches, webinars, and one-on-one meetings.
  • Coordinate closely with origination and structuring teams to align investor appetite with product offerings.
  • Take ownership of end-to-end transaction execution including investor marketing, documentation, compliance coordination, and closure.
  • Maintain an active CRM and ensure regular follow-ups, portfolio monitoring updates, and post-investment communication.

Candidate Profile:

We seek a highly motivated and results-driven individual with:

  • 6-11 years of experience in private wealth distribution, investor relations, or capital markets, ideally with an investment bank, wealth management firm, or boutique syndication platform.
  • Demonstrated ability to raise capital from HNIs and family offices, particularly for credit or structured products and/or AIFs.
  • Strong understanding of private credit instruments, yield-based structures, and risk-return dynamics.
  • Entrepreneurial, self-driven, and able to manage high-value investor relationships independently.
  • Excellent communication and presentation skills, with a refined approach to engaging senior-level investors.

Why Join Us?

We offer:

  • Innovative and dynamic work environment.
  • Opportunity to lead a growing vertical with direct access to leadership and deal flow.
  • Entrepreneurial culture with performance-linked incentives.
  • Strong support from internal teams for structuring, compliance, and execution.
  • High-impact role with visibility across the firm's capital raising initiatives.
  • Competitive compensation package.
  • A healthy work-life balance.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer.

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