Client Relations Pre IPO

Role Overview: You will be responsible for understanding financial markets, including Pre-IPO, Unlisted Shares, and Wealth Management services. Additionally, you will provide client advisory services to HNIs and Ultra-HNIs, assist in strategic investment decisions, and grow the client base through business development activities. Your role will involve portfolio management, investment research, client communication, compliance & governance, and report & presentation preparation. Key Responsibilities: - Gain in-depth knowledge of financial markets, including Pre-IPO, Unlisted Shares, and Wealth Management services - Assist HNIs and Ultra-HNIs in strategic investment decisions aligning with their financial goals - Identify potential clients, pitch investment opportunities, and grow the client base - Help clients structure and optimize their investment portfolios focusing on risk management and long-term wealth creation - Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies - Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights - Ensure adherence to SEBI regulations and NISM certification requirements - Develop investment proposals, reports, and financial presentations for clients Qualifications Required: - Education: PG/MBA in Finance or related fields - Certifications: NISM Series 10A & 10B (preferred) - Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory - Technical Skills: Proficiency in MS Word, Excel, and PowerPoint - Soft Skills: Strong communication, negotiation, and analytical abilities - Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks (Note: Omitted additional details about the company as it was not provided in the job description),