2+ Private equity Jobs in Mumbai | Private equity Job openings in Mumbai

Aditya Birla Money Ltd, part of the Aditya Birla Group, is a prominent financial services company in India offering a wide range of services including equity and commodity broking, portfolio management, wealth management, and insurance broking. Established with a commitment to delivering excellence in financial solutions, Aditya Birla Money leverages its extensive network and robust technological infrastructure to cater to the diverse needs of retail and institutional clients across the country. With a focus on innovation and customer-centricity, the company has established itself as a trusted partner in the financial services sector, providing personalized investment advice and efficient execution to help clients achieve their financial goals.

 Equity Advisor/Equity Dealer

Job Purpose : These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description –

• Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals
• Trade on behalf of clients
• Develop and maintain a long-term relationship with customers
• Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
• Acquisition of De-mat / Trading account from open market and leads (Offline & Online)
• Conduct lead generation activities for sales penetration
• Meeting & pitching customers
• Generate Equity Business and maintain strong client relationships.
• To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors –

• Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores)
• Capable of acquiring big ticket margin (min. 1 lac margin)
• Capable of servicing & leveraging relationship with HNI clients
• In-depth Knowledge about trading in Derivatives
• Have a strong & disciplined approach to Sales
• To work in a compliant and diligent manner
• Mandatory to have NISM Series 8 certification – Equity Derivatives Certificate Examination.

 Selection Criteria’s:

• Minimum 2 Years’ experience is Mandatory
• Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.
• Currently managing or interested in Client Acquisition (sales)
• Should have completed 10+2+3 years of education (Mandate)
• Below 30 age for Dealers
• CTC range – 3 Lakhs to 6 Lakhs (Depends on Experience and Potential of the candidate) -Dealer Role
• NISM 8 certification – Equity Derivatives mandatory
• Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
• Building relationships with the client & educating them about Investments.
• Responsible for achieving brokerage.
• New Client Acquisition
• Executing Trades Order

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag

Role Description:

• You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
• Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
• Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
• Maintaining and deepening relationships with existing partners.
• Conceptualizing and leading initiatives that give way to potential new revenue channels.
• Developing metrics to measure ROI from the synergies forged.
• Liaising with cross functional teams to create successful outcomes for both the business and its partners.

Qualifications:

• You have a Masters in Business Administration or related discipline from a top tier college or university
• You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
• You are aware of & are intersted  in the FinTech ecosystem.
• You possess excellent interpersonal as well as written and verbal communication skills.
• You have a proven track record of meeting/exceeding your targets in your previous roles.
• You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.