- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
Required skills
- communication skills
- portfolio management
About the role
Tipsons Group
Website:
tipsons.com
Job details:
- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.
- Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor 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 to propose customized deals, close transactions.
- Working with corporates for their fundraising needs if any.
- Working with the family office for their investments into credit papers.
- Onboarding new corporates as well family office.
- Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting
- Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting
- Maintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy and general portfolio constructs and prepare and coordinate responses to clients and prospect queries
The Successful Applicant
- MBA, Master's Degree in Finance, CA or a bachelor's degree with relevant prior experience
- In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in a wealth management firm preferred.
- Excellent communication skills and the ability to effectively pitch a variety of debt products to HNWIs and family offices
- Global mindset with the ability to collaborate and work with teams across different geographies
- Understanding of portfolio management basics, including portfolio optimization concepts
- Exceptional Excel, PowerPoint and Word skills
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