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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.

• Acquire new clients for below mentioned
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,
– 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-

MBA – Finance/CA/CFA/CFP/Graduation

– 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 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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