Relationship Manager - Wealth Management

0 - 8 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Job Type

Full Time

Job Description

About FundTQ FundTQ, located in Delhi, Gurgaon, and Mumbai, holds the position of #5 Investment Bank in India and has successfully closed 15+ marquee fundraising and mergers & acquisitions deals in the past 12 months. To explore the successful transactions facilitated by FundTQ, you can visit the website at https://fundtq.com/. Partners Background The partners at FundTQ come from diverse backgrounds such as CA, IIT & IIM, and have previously worked at KPMG, EY, and PWC. Each partner possesses over 14 years of experience, with a track record of closing multiple deals. Investors we work with FundTQ collaborates with prominent investors such as Medanta, Fortis, Adity Birla, Reliance, Adanis, Pepsi, Coca-Cola, Tatas, Mahindra, and Honda. Promoters/clients we work with The promoters and clients associated with FundTQ have an average revenue ranging from 100 Cr to 2000 Cr. As part of your role, you will be directly engaging with the promoters and founders of the companies. Designation Name: Analyst Sr. Associate (Only 5 openings) Job Location: Gurgaon Industry: Investment Banking, Fundraising & Merger & Acquisition Experience: 6 months - 8 years CTC: Competitive Travel: 20% travel required Working hours: 10 AM - 7 PM, 5.5 Days a week (2nd and 4th Saturday off) Communication Skills: Exceptional Communication & Convincing skills Qualification: Only Graduates or Masters from Marketing & Sales background Role Overview FundTQ is seeking a motivated and strategic professional to join our Business Development team. In this role, you will be responsible for sourcing, onboarding, and managing B2B clients in the investment banking sector. Your primary focus will involve engaging with startups, MSMEs, and investor networks to support fundraising and M&A transactions. Key Responsibilities - Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. - Client Acquisition & Relationship Management: Build and maintain relationships with startups, founders, and business owners, guiding them through the capital-raising process. - Investor Ecosystem Engagement: Collaborate with VCs, PEs, family offices, and HNIs to understand funding interests and match them with suitable opportunities. - Collaboration & Coordination: Act as a liaison between internal teams and clients to ensure seamless coordination on deliverables, due diligence, and communication. - Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. - Market Research & Intelligence: Conduct thorough industry research to identify market trends, new leads, and competitive benchmarks. - Event Participation: Represent the company at industry forums, startup events, and investor summits to enhance visibility and generate leads. Key Skills Required - Proven ability in deal sourcing and client onboarding - Strong communication, negotiation, and interpersonal skills - Knowledge of startup ecosystems, investor mandates, and capital raising - Basic understanding of financial terms, pitch decks, and business modeling - Proficiency in CRM, Excel, and reporting tools - Self-starter attitude with a business-driven mindset How to Apply If you are interested in the position, please send your application to hr@fundtq.com with the subject line "Application for Business Development [Your Name]". Benefits - Health insurance - Paid sick time Schedule - Day shift - Performance bonus - Quarterly bonus - Yearly bonus Application Question(s) - What's your current In-Hand CTC Work Location - In person Job Types: Full-time, Permanent,

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