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Wealth Relationship Manager- AIF

2 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Name of the organization – Getfive Assets Advisors Pvt Ltd. (GAAPL) About the organization – Getfive is a SEBI registered CAT 1 fund. Along with the fund, Getfive group company is also a merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt. Address : Ahmedabad Office: 502, Abhishree Avenue, Opp. Hanauman Temple, Nehru Nagar, Ahmedabad - 380015 Present Role – Wealth Relationship Manager- AIF Reporting – Managing Director/ Fund Manager Key Responsibilities: 1. Establish and maintain relationship with Family offices, corporate offices, Ultra HNI, HNI for investment in the fund 2. Establish and maintain relationship with various intermediaries for investment in the fund 3. Presenting various reports to the investors, potential investors and intermediaries 4. Ensuring closure of the fund as per the timelines. 5. Communicating with investors for Subscriptions and Redemptions along with fund manager/fund analyst 6. Participate in roadshows, webinars, and client events to drive brand visibility and investor interest. 7. Any other related ancillary work Qualifications: · Post-Graduation is compulsory (MBA in Finance/ CA) · Minimum Exp of 2 years in related field · Relationship with family offices, Ultra HNI, HNI, intermediaries · Proficient in relationship management, follow up, networking · Ability to work collaboratively in a fast-paced environment. What Sets You Apart Embodies Getfive's core values: Ownership, Efficiency, Collaboration, and Relationship-building Brings a proactive, solutions-oriented approach to complex challenges Thrives in collaborative environments, building strong cross-functional relationships Transforms obstacles into opportunities through creative problem-solving (Ensure your resume highlights your experience in administrative support and alignment with our core values of Ownership, Efficiency, Collaboration, and Relationship-building.) How to Apply Please fill out a form: https://forms.gle/Lyjhr56JwZtRatPV7 Email: Share your resume at hr@getfive.in & +91 85119 72448 Visit www.getfive.in to learn more about us Shortlisted candidates will be contacted by our HR team for further discussion. Getfive Advisors is an equal opportunity employer committed to building a diverse and inclusive workplace Show more Show less

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