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About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling, and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
- Monitoring collections once set up at a high frequency and ensuring reconciliations happen on the track.
- Creating and maintaining live collection dashboards for the senior management.
- Creating weekly reports for our lending partners.
- Monitoring the portfolio and escalating as necessary if collections performance is flagging based on identified indicators.
- Ensuring TAT on collections while improving the collections experience for all stakeholders.
What you need to have:
- Postgraduation required
- 2-4 yrs of experience in operations or collections in the NBFC/ fin-tech industry (mandatory).
- Experience in taking ownership and handling collections end to end (mandatory).
- Excellent verbal and written English communication (mandatory)
- Strong understanding of MS Excel (mandatory)
- Accounting/ Finance degree (bonus)
- Experience in creating reports and analytics dashboards (bonus)
- Building company's network of patron investors
- Owning patron relationships end-to-end with the responsibility for driving an increasing portfolio through these relationships
- Building marketing and explanatory collateral for company's proposition to patrons to simplify the product to investors
- Designing and implementing engagement programs to drive patrons relationships with the brands they fund
What you need to have:
- 6+ yrs of work experience in a role that requires managing relationships/ providing advisory to senior professionals
- Prior sector experience in a Tier 1 firm including investment banking, financial advisory, angel investing, micro VC, wealth management, or similar experience in an alternative investment marketplace
- Demonstrated ability to acquire, grow, and deepen relationships between company and Family offices, HNIs and similar affluent individual investors segments
- Strong understanding of financial products and an ability to interpret new investment products (company's revenue-based financing products as an asset class) and be able to translate it to investors.
- Prior early-stage or startup experience
- Extremely good people skills; Ability to build deep and lasting relationships
- Excellent communication skills - including written and verbal English, understanding of financial concepts and terminology, familiarity with the Indian investment market
- Accountability and very high attention to detail
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