Finaleap Finserv Private Limited
Website:
finaleap.com
Job details:
About the Role
We are looking for a Wealth Manager with 2–3 years of experience in wealth management, investment products, fixed income, or capital raising.
Key Responsibilities:
- Drive distribution of secured & unsecured NCDs.
- Build relationships with IFAs, Wealth Managers, HNIs, Family Offices & Distributors.
- Acquire and manage HNI/UHNI investors.
- Conduct investor meetings and product presentations.
- Manage fundraising pipeline and achieve monthly/quarterly targets.
- Ensure smooth investor onboarding and regulatory compliance.
Requirements:
- 2–3 years of relevant experience.
- Strong HNI/IFA/Distributor network.
- Knowledge of NCDs, Bonds, Mutual Funds & Fixed Income.
- Excellent communication, negotiation & relationship management skills.
- MBA Finance / CA / CFA / CFP preferred.
Key Skills: NCD Distribution | Wealth Management | Capital Raising | HNI Management | Business Development | Investor Relations
Click on Apply to know more.
