Manager/Senior Manager - Client Relation & Business

Manager/Senior Manager - Client Relation & Business

Roles and Responsibilities:

- This position will be responsible for originating new business from UHNWIs/ Family offices for Investment advisory, PMS schemes and Alternatives (AIFs, Private credit funds, global funds) etc.

- The incumbent will prospect for new business opportunities, follow up on proposal generation, respond to client requests for information and/or problems, and continue to enhance the company's brand.

- Provide relevant feedback from prospects/ existing clients to improve upon the offerings.

- The person will be responsible for learning and articulating the value proposition that the company brings to the Family offices and business families/ UHNWIs category.

Education Qualification:

- MBA from Premier Institutes

- Prior investment experience

- Managing Client Relationships

- Good to have: Family office/ Family business/ Institutional relationships

Required Skills:

- Good understanding of financial metrics.

- Passionate about investing in capital market.

- High proficiency in MS office suite.

- Excellent communication skills in English (both written and spoken).

Soft Skills:

- High degree of professional code of conduct & team player.

- Resourcefulness.

- Technology savvy.

- Ability to manage multiple requirements in a fast-paced, dynamic environment.

- Detail oriented with a high degree of accuracy.

Minimum work experience required:

- 7-10 years of experience

- Experience in family office/ UHNWI investments is preferable