Senior Wealth Manager

FundTQ, based in Delhi, Gurgaon and Mumbai, is ranked a #5 Investment Bank in India. Closed 15+ marquee fundraising and mergers & acquisitions dealsin past 12 months. For finding the successful transactions by FundTQ, visit the website at https://fundtq.com/

Partners are CA, IIT &IIM, Ex KPMG,EY &PWC, with 14 + years of experience each with past experience of closing multiple deals.

Investors we worked with: Aditya Birla, Emami level of investors.

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Role Overview:

We're looking for a dynamic Senior Wealth Managers who is passionate to engage with founders,

promoters, and top-tier investors and drive strategic transactions.

Key Responsibilities:

• Identify and onboard high-potential startups & mid-size companies for fundraising/M&A mandates

• Build strong relationships with founders and CXOs

• Engage with VCs, PEs, HNIs, and Family Offices to map investment interests

• Maintain CRM, track pipeline, and prepare market intelligence reports

• Represent FundTQ at startup events and industry forums

• Market research & competitive analysis

Requirements:

• 2–7 years of experience in Business development, or Sales in experience in Banking, Consulting, or Wealth Management

• Strong network in startup / MSME space or investor community

• Excellent communication & negotiation skills

• Prior industry experience to financial advisory, consulting, capital markets, wealth management and banking is preferred

• Knowledge of fundraising lifecycle, types of investors and recent case studies in fundraising

• Proficient in Excel, CRM, and reporting dashboards

Key Skills:

• Deal sourcing & onboarding in B2B Segment

• Client relationship management

• Investor engagement

• Market research & competitive analysis

• Self-starter with high ownership

How To Apply: https://docs.google.com/forms/d/1d6p1KHVFGdthlYIUWIg1fCFaGE7e02vlMnw8dM6tKlk/edit