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  • Looking for Officer – Global Asset Allocation Wealth Management in financial industry for Mumbai location

Posted on -August 10, 2021

Designation –  Officer – Global Asset Allocation Wealth Management 

Location: Mumbai

Experience: 2 – 4 Years

 CTC – Best in Industry

Candidates should be well versed with equity markets & wealth management products. He should have a fair
understanding of stock market working and related product. He should have excellent communication skills to acquire
clients by building relationship on existing ultra HNI database.

KEY PERFORMANCE INDICATORS
• Acquire new clients for below mentioned
products:
Main Product:
– Wealth Products: Equity advisory,
PMS, MF, AIF, FD, Structured
Products, International Funds, Real
Estate Funds, Startup Funds.

Cross Sell Products:

– Private Equity: Fund Raising from VC,
M&A.
– Debt Syndication: Working Capital
Loan, Term Loan / Project Finance,
Promoter Loan.
– Merchant Banking: Right Issues,
Bonus Issues, Share Buyback, QIP.

– Startup Fund Raising – Pre VC-
Round.

EDUCATIONAL
QUALIFICATION
MBA – Finance/CA/CFA/CFP/Graduation

SKILLS
– Well versed with MS Excel & PPT
– Networking
– Aggressive & result-oriented
– Self-motivated
– Interpersonal skills
– Team Player

#fianncejobs #wealthmanagement #mumbai jobs

Interested candidates kindly forward your updated CV on hr5@tasolutions.in with your current and expected CTC or call on 9056679449  if not interested. We will really appreciate if you forward this position to your colleagues or Friends 

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