54 Family Office Jobs

Conduct internal audits of financial and operational processes. Evaluate the effectiveness of internal controls and identify areas for improvement. Assess risk management processes and provide recommendations. Required Candidate profile CA with over 8 yrs of exp in internal audit within a Family Office is essential. Strong knowledge of internal audit standards & best practices. Exp with risk management & internal control frameworks

Be the subject matter expert on Equity Investing Review advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap Contribute towards investment committee ideas Coordinate with research team for advice/review of portfolio for top customers on regular basis. Target clientele Family Offices, Super HNIs and High Frequency Traders Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute Minimum experience of 5-10 years in Equity Advisory with HNI / UHNI Client Segment Excellent advisory knowledge across Indian Equity Markets and Sectors Excellent spoken and written communication skills in English Language Passionate about equity markets and updated with global economic trends affecting client portfolio Should be well versed with equity markets and trading strategies

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com

Private Wealth RM

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)

Job Responsibilities - Customer Acquisition - Financial Planning (FP) and Portfolio Services - Execution of transactions post FP and on periodical basis - Manage Private Wealth, PMS and AIF fund related queries - Ensure delivery of various MIS reports as per requirements - To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization - To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery - Ensure discipline of asset allocation - Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class - To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition - Continuous learning, to be better equipped than our competitors - To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams - To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances - To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM - Revenue Generation - Build AUA

About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of fixed income markets and products Excellent communication skills, both written and spoken Keen focus on execution & outcomes High energy and ownership Passionate about creating a new category of investment fund at scale Willingness to Travel covering base and other nearby areas Location: Ahmedabad / Gurugram Mode: Work from office Work Environment details Founder-led entrepreneurial set-up which is defined by speed, agility and creativity Highly empowered and critical role, which makes a difference to Vivriti AMC Young, energetic, and highly talented team

About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund updates effectively to investors. Provide on-ground market trends and industry dynamics to support strategic planning and decision-making within the organization Report directly to the Head of Institutional Sales. Location : Delhi / Bangalore - On-site (Work from Office) Required Skills and Experience: MBA/CA/CFA with 5 to 7+ years of experience in institutional sales within MFs, AIFs, or rating agency covering large to mid-market companies Strong network with Promoters, CIOs, CFOs, Heads of Treasury, and Family Office Principals. In-depth knowledge of fixed-income markets and financial sales experience. Excellent communication skills (written and verbal). Demonstrated ability to achieve extensive coverage, onboard investors (LPs), and drive results. Strong attention to detail, networking, and stakeholder management. Willingness to travel frequently. Work Environment: Entrepreneurial, founder-led setup defined by agility, speed, and innovation. Highly empowered and impactful role, central to Vivriti’s growth story. A young, vibrant, and talented team culture. Focus on hard work, ownership, and execution excellence. Teams you’ll collaborate with / Key Stakeholders you’ll engage with: In addition to the Sales team, you’ll closely collaborate with: Investment Team Product Team Investor Operations Legal & Compliance Why join us? A dynamic work environment fostering ownership and professional growth. Competitive compensation and performance-linked incentives. Flat culture, with direct access to the founding and leadership teams. A collaborative team of high-calibre professionals. Open-door culture and extensive learning opportunities

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking They all have a breadth of experience in their area of geographical expertise All of our client-facing professionals are ?mappedto a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clientsneeds including local market, tax, estate planning and liquidity, Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in gaining an in-depth understanding of clients needs and advising on a diverse range of wealth management solutions Satisfies the criteria for an approved person both initially and ongoing this will involve obtaining the relevant qualifications if not already qualified, Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the clients requirements, Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment, Excellent market exposure and multi-disciplined private banking expertise Essential Skills/Basic Qualifications Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable Skills/Preferred Qualifications Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate About Barclays Private Bank As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world, The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank, ?????????????????? Overall purpose of role Barclays lunched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market, The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai) The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise, We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space, Key Accountabilities New Business Origination Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources, Achieve personal targets for new clients, assets and revenues, Client Relationship Management Maintain highest levels of service and delivery to existing clients at all times, Key contact for client queries, Key interface between clients and other parts of Barclays Private Bank and the wider Barclays Group, Governance and Control Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model, Stakeholder Management and Leadership This section should be used to detail the key stakeholders and relationships the role will interact with, both internally and externally Describe the type of interpersonal skills the role will require Roles with leadership accountabilities should detail the nature and breadth of leadership, Decision-making and Problem Solving Provide innovative and world class financial solutions to meet client needs including: Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary portfolios Investment Management works closely with the Private Bankers to provide a holistic service to clients Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning Alternative Investments: Offers clients exposure to hedge funds, private equity, commodities and real estate Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards,

Position: AGM/DGM/GM- Finance and Accounts/Taxation Job description General Functional role (60%): Taxation (Mandatory: both Direct and Indirect tax) Looking after the Income tax, GST, TDS of Promoters & Investee Companies Direct taxation: Compliances, Litigation and Audit In-Direct taxation: Compliances, Litigation and Audit Tax planning for all types of entities in family offices (Public/Private/Trust/HNI/LLP etc.) Departmental Visits w.r.t any of the matters pertaining to Taxation Dealing with the consultants and other stakeholders Restructuring & Merger-Demerger & FEMA: Experienced on Restructuring & Amalgamation of Companies Incorporation of Companies (including subsidiary of foreign companies) ROC Annual Filing and maintaining of statutory registers, Minutes Book etc. Accounting, Finances and Auditing : Financial Planning & Reporting of portfolio companies and personal finances Preparation of Annual Reports of portfolio Companies Working knowledge on Consolidation of Financial Statements Liasonings between Auditors & Top Managemen t Other role (40%): Evaluate investment opportunities in line with the group's strategic initiatives Track allocations, market valuations, and fund/asset performance Periodically review investment agreements, fees, and commercial terms. Conduct review meetings with fund managers and invested company executives/banks Incorporate tax and regulatory concerns into investment analysis, develop financial models and investment theses, and execute trades and investments efficiently through back-office and brokers.

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives. Responsibilities: - Client Relationship ManagementBuild and nurture strong, lasting relationships with high net-worth clients. Understand clients' financial goals, risk tolerance, and investment preferences. Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances. - Financial Analysis and PlanningGather and analyse financial information to create comprehensive financial plans for clients. Develop customized investment strategies tailored to each client's objectives and risk profile. Provide advice on retirement planning, tax optimization, estate planning, and other financial matters. - Investment AdvisoryRecommend appropriate investment products and strategies aligned with clients' goals. Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives. Stay informed about market trends, economic indicators, and investment opportunities. - Portfolio ManagementImplement and manage diversified investment portfolios across various asset classes. Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed. Ensure compliance with regulatory guidelines and internal investment policies. - Financial EducationEducate clients about investment principles, market dynamics, and the rationale behind recommended strategies. Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans. - Collaborative TeamworkCollaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients. Share insights and market updates with colleagues to foster a culture of continuous learning. - Performance Tracking and ReportingMonitor the performance of clients' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets. Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.ApplySaveSaveProInsights

Role & responsibilities Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organizational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in hand holding the transactions with the new and existing clients 10.Adhering to compliance norms of the organization and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maintain the data on market share and review it on regular basis

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Job Title: Governance Officer Location: Trivandrum, Kerala Experience: 720 years Employment Type: Full-Time Industry: Family Office / Private Wealth / Legal & Compliance Functional Area: Legal, Regulatory, Compliance, Governance Role Category: Company Secretary / Legal / Governance Job Description We are seeking a Governance Officer to join our Family Office in Trivandrum, Kerala. Reporting directly to the Board of Trustees , this role will be instrumental in strengthening governance structures and ensuring seamless coordination among family councils, boards, and governance committees. The ideal candidate will be experienced in governance, legal compliance, and trust/family business structures, with a strong commitment to confidentiality and alignment with family values and legacy. Key Responsibilities Governance Facilitation & Oversight Organise and facilitate meetings for the Family Council, Family Business Council, Board of Trustees, and other governance bodies Prepare and manage governance documentationagendas, minutes, resolutions, trackers Support implementation and periodic updates to the Family Constitution and governance protocols Maintain an organised and secure repository of key documents across family entities and trusts Compliance & Documentation Ensure legal and regulatory compliance under applicable Indian laws Coordinate with legal, audit, and tax advisors for filings, registrations, and compliance matters Maintain confidential records and governance communications securely Family Governance Implementation Assist in onboarding and integrating next-gen family members into governance roles Support documentation of ownership, succession, and intergenerational planning frameworks Monitor adherence to governance principles and report deviations to the Board Stakeholder Communication & Coordination Act as the single point of contact for family stakeholders and external advisors Facilitate smooth, timely communication between family members, committees, and professionals Support awareness, training, and orientation sessions on governance best practices Desired Candidate Profile Qualifications: Company Secretary (CS) preferred LLB or CA with strong governance exposure may also apply Experience: 720 years of experience in governance, legal, or compliance roles Prior exposure to family offices, trusts, or multi-generational business advisory preferred Solid understanding of Indian Trusts Act, Companies Act, and succession laws Key Skills Governance and compliance expertise Legal and regulatory knowledge Exceptional documentation and communication skills High discretion, interpersonal sensitivity, and alignment with family values Strong organisational ability with independent work ethic Apply now to become a part of a values-driven legacy that spans generations.

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams People Management or Self-Management Responsibilities Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Risk and Internal Control Responsibilities 100% of certification to be driven

Description Sales & Business Development Identify and pursue new business opportunities to expand the client base. Promote and sell financial products and services to meet sales targets. Client Engagement Proactively communicate with clients to understand their financial goals and needs. Organize and participate in client meetings, including family meetings and strategic planning sessions. Product Knowledge Demonstrate in-depth knowledge of financial products such as Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). Educate clients on the benefits to help them make informed investment decisions. Financial Planning & Advisory Provide comprehensive financial planning and advisory services. Coordinate with internal and external advisors to develop and implement wealth management strategies. Compliance Ensure all client documentation is up-to-date and compliant with regulations. Identify and mitigate potential risks to protect client interests. Maintenance of Existing Investments Oversee and maintain existing client investments. Control redemptions and manage other aspects of investment maintenance to ensure optimal performance.

Principal Accountabilities Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/demand trends in family offices Build Strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards. Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand Compliance & delivering superior value to customer Ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied All advisory provided & products suggested should be in the best interest of the client & regulatory complaint All certifications required for various product advisory & selling Knowledge & Market Intelligence Expert level knowledge on public & private markets Awareness & deep understanding of geo political & macro-economic environment Building market intelligence of client segment, through liaising with internal & external peers across financial industry Product related market intelligence in the industry, competition & the need of clients

Job Description : Manage family office operations, including financial planning, investment management, and risk assessment. Conduct equity research and analysis to identify potential investment opportunities. Develop and maintain relationships with clients to understand their financial goals and objectives. Provide strategic guidance on wealth creation strategies for high net worth individuals (HNIs). Ensure compliance with regulatory requirements and industry standards. Support the management for exploring data and their analysis for various business opportunities including of peer companies. Explore new opportunities with investment volume, IRR ,Feasibility study etc. Desired Candidate Profile 5-10 years of experience in investment banking or related field (venture capital/private equity). CA & B.Com degree from a reputed institution (any specialization). Strong understanding of financial markets, instruments, and regulations. Excellent communication skills with ability to build strong client relationships.

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

Job Title: Senior Analyst Location: Mumbai (Nariman Point) Job Responsibilities 1. Research & Market Analysis Analyze transactions across various geographies and asset classes, delivering insights into regional market dynamics and potential growth areas Conduct in-depth secondary research as part of transaction advisory assignments, including market sizing, competitor benchmarking, and economic trend analysis. Develop a comprehensive understanding of the business marketplace, identifying client trends, competitive landscapes, and emerging opportunities. 2. Transaction Management & Client Advisory Follow up with clients to gather necessary documentation and data, ensuring timely and accurate collection of information needed for transaction structuring Analyse client-provided information, including financials, project details, and business plans, to determine the most effective transaction structure and identify optimal financing solutions Collaborate in structuring complex financial transactions, supporting the development and evaluation of strategic initiatives for client companies and new investments. Assist in creating tailored business strategies for key clients, leveraging market insights and financial analysis to align with their growth objectives. Prepare high-quality information dockets, including Information Memorandums and Financial Models, that clearly articulate transaction highlights and financial projections. Support legal, technical and fiscal due diligence efforts by coordinating with teams, reviewing documents, and managing transaction timelines. 3. Investor Relations & Networking Develop and maintain strong relationships with key investors, including Banks, NBFCs (Non-Banking Financial Companies), PE (Private Equity) funds, and AIFs (Alternative Investment Funds), to support current and future transactions. Facilitate ongoing communication and provide transaction updates with all clients, ensuring transparency and alignment with their investment objectives. Participate in meetings and build ongoing relationships with investors to understand their investment criteria and enhance deal flow opportunities for the firm. 4. Strategic Presentations & Reporting Maintain Management Information System (MIS) reports to track transaction statuses, client interactions, and project milestones, ensuring real-time visibility and accurate reporting. Qualifications and Skills Educational Background : CA. Analytical Skills : Strong quantitative abilities with experience in financial modeling, valuation, and data analysis. Geographic Understanding : Advantageous to have knowledge of various geographies across India, given the wide reach of our transactions with top developers. Relationship-Building Skills : Effective interpersonal skills to foster relationships with key investors and stakeholders. Attention to Detail : High accuracy in preparing financial models, reports, and presentations. Time Management : Ability to manage multiple projects and meet tight deadlines in a fast-paced, dynamic environment. Why Join Us? Work alongside industry experts in a leading investment banking and consulting firm. Gain exposure to a wide range of real estate and capital market transactions across India. Develop deep expertise in structuring and managing complex financial transactions. Opportunity to build a strong network with NBFCs, PE funds, AIFs, and other key players in the investment ecosystem. Grow within a team that values continuous learning, innovation, and a commitment to client success. Preferably a Chartered Accountant having experience working with HNI clients and Family Office. Real Estate experience is mandatory. Perks and benefits best in the industry Interested candidates kindly email updated resume on careers@evervantage.in