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3.0 - 7.0 years
6 - 15 Lacs
thane, maharashtra, india
On-site
Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required AUM, investor acquisition, and portfolio growth targets Provide personalized investment advice and wealth management solutions to HNI and UHNI clients Required Qualifications: Postgraduate degree 37 years of experience handling HNI and UHNI clients in wealth management Strong knowledge of investment products and portfolio management Week off: Sunday
Posted 1 week ago
3.0 - 8.0 years
0 - 0 Lacs
mumbai city
On-site
Company Overview We are a specialized real estate debt financing firm focused on providing debt and equity capital to real estate projects in India. We are seeking a dynamic professional to lead our investor relationship initiatives and expand our network of high-net-worth individuals, retail investors and institutional lending partners. Position - Title Head of IR Location Mumbai, Maharashtra (with extensive travel across the city for client meetings) Key Responsibilities Network Development & Relationship Management Build and maintain relationships with wealth management companies, banks, CA firms, and family offices to seek investors from their networks Develop strategic partnerships with...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
chandigarh
On-site
As a Senior Business Development Manager in Real Estate at Rana Infracon India Pvt. Ltd., you will play a pivotal role in leading the investor acquisition and expansion initiatives. We are seeking an individual who is dynamic, self-driven, and well-connected in the market. If you possess a robust network of High Net-Worth Individuals (HNIs) and Channel Partners (CPs), coupled with a keen eye for real estate investments, this role presents a significant opportunity for your career advancement. Your responsibilities will include sourcing, engaging, and onboarding investors such as HNIs, CPs, and channel partners. You will drive business growth through strategic alliances and investment sales, ...
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
pune
Work from Office
Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ ...
Posted 2 months ago
5.0 - 9.0 years
12 - 15 Lacs
surat
Work from Office
1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate profile 1) . 5+ Years in sales/wealth management of handling the HNI clie...
Posted 2 months ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
As the Partner - Capital Strategy at Swai Capital, you will play a crucial role in leading the capital raise efforts, starting from 400-500 crores in the first year and scaling up to 2,500 crores by the fifth year. Your responsibilities will include establishing and nurturing relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, NRIs, and Institutional Allocators. You will be involved in originating and finalizing substantial transactions exceeding 5 crores per investor in structured credit, equity, and customized investment options. Additionally, you will represent Swai Capital at various investor forums, private briefings, and strategic collaborations, shaping the fi...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
coimbatore, tamil nadu
On-site
As an Investor Relations Manager at RAIN in Coimbatore, India, your primary responsibility will be investor acquisition. You will proactively identify, target, and approach potential angel investors to expand RAIN's investor community. Utilize diverse channels and networking events to establish new connections within the investor ecosystem. Building and maintaining strong relationships with existing and potential investors is essential. Understand their investment preferences, risk appetite, and financial goals to align them with suitable investment opportunities. Collaborate closely with our team to source and evaluate promising investment prospects that resonate with our investor network. ...
Posted 3 months ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
As a Senior Manager Investor Relations, you will be responsible for lead generation and investor acquisition by identifying potential investors and expanding the investor base through various channels such as networks, referrals, and other sources. You will manage a channel of referral partners to enhance investor referrals and drive value for the organization. Your role will involve driving the sales process, from initial contact to deal closure, ensuring a high conversion rate. Managing a sales pipeline, tracking progress, and leading a team of Relationship Managers will be key aspects of your responsibilities. Conducting comprehensive market research to identify new business opportunities...
Posted 3 months ago
10.0 - 20.0 years
30 - 45 Lacs
Mumbai
Work from Office
Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy. Event Management: Plan and coord...
Posted 4 months ago
5.0 - 9.0 years
12 - 15 Lacs
Surat
Work from Office
1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate profile 1) . 5+ Years in sales/wealth management of handling the HNI clie...
Posted 4 months ago
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