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Senior Associate/Lead - Family offices

3 - 10 years

5 - 12 Lacs

Chennai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Social media Genetics Digital marketing Portfolio management Financial services Associate Lead Debt market Fixed income securities Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key responsibilities Engage with HNIs, family offices and corporate treasuries on their investment appetite Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc Manage existing and potential investor relationships to increase activity on the platform. Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs Requirements Desired Skills and Experience Have a strong understanding of family office requirements and debt product offerings (3-10 years of work experience with a wealth house would be preferred) Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential Ability to leverage social media platforms and other digital marketing channels to pitch product offerings We are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

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576 Jobs

    Key People

  • Jaimie R. Dorrance

    CEO

  • Chris P. Brown

    CTO

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