Client Relations Pre IPO

Role Overview: You will be responsible for gaining in-depth knowledge of financial markets, including Pre-IPO, Unlisted Shares, and Wealth Management services. You will assist High Net Worth Individuals (HNIs) and Ultra-HNIs in making strategic investment decisions aligned with their financial goals. Additionally, you will identify potential clients, pitch investment opportunities, grow the client base, help clients structure and optimize their investment portfolios, stay updated on market trends and new Pre-IPO opportunities, maintain strong client relationships, ensure compliance with SEBI regulations and NISM certification requirements, and prepare investment proposals, reports, and financial presentations for clients. Key Responsibilities: - Gain in-depth knowledge of financial markets, including Pre-IPO, Unlisted Shares, and Wealth Management services. - Assist HNIs and Ultra-HNIs in making strategic investment decisions aligned with their financial goals. - Identify potential clients, pitch investment opportunities, and grow the client base. - Help clients structure and optimize their investment portfolios with a focus 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 & Skills: - 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: No additional details of the company were provided in the job description.),