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  • Looking for Wealth Officer in the finance industry for Mumbai location

Posted on -June 30, 2021

Designation – Wealth Officer

Location – Mumbai

Experience: 2 – 4 Years

CTC – Best in Industry

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

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 CapitalLoan, Term Loan / Project Finance, Promoter Loan.

– Merchant Banking: Right Issues,Bonus Issues, Share Buyback, QIP.

Startup Fund Raising – Pre VC-Round

SKILLS

– Well versed with MS Excel & PPT

– Networking

– Aggressive & result-oriented

– Self-motivated

– Interpersonal skills

– Team Player

#wealthmanagement #wealthofficer #mumbaijobs #mumbaiopenings

 If interested can forward your updated resumes on hr5@tasolutions.in and can directly contact us on 9056679449 also can provide our reference to your friends and colleagues

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