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Manager - Bussiness Development(Debt Syndicaiton)

Job Description

Position Title - Manager - Bussiness Development(Debt Syndication)
No. of Position - 1
Educational Qualification - MBA(Finance), MMS(Finance), BMS, BBA
Experience - 3 yr to 7yrs
Salary range - Open

Job Responsibilities

  • Meeting with Top Management(like CEOs, CFOs, COOs, Finance Heads, Promoters) of Small/Mid/Large companies to explore opportunities of partnering with them for Raising Funds via Debt,  Equity route and closing such deals
  • Syndication of long- term and short- term debt for corporate customers.
  • Sourcing of High Value mandates
  • Maintaining and enhancing business quality and relationships with Corporates, Banks and Financial Institutions.
  • Co-ordinating with the banker and client in order to ensure successful and timely disbursement of funds.

Job Description

Position Title - Head - Wealth Management
No. of Position - 1
Educational Qualification - MBA/CA, Additional certificates CFP, NISM, AMFI, IRDA
Experience - Min 7 yrs
Salary range - Open

Job Responsibilities

  • Work on Short term and Long Term Sales Strategies for Wealth Management Business, keeping in Mind the Organisational Goals
  • Customer Acquisition Minimum of 25 lacs and above investable surplus
  • Acquiring, Advising and Managing Private/Institutional Wealth through PMS, MF, Insurance, AIF funds, Structured products etc
  • Appraise the risk, wishes and demands of business or individual customers and sell suitable Insurance plans. B2B sales, B2C sales experience
  • Looking for Candidates with Direct sales background with good clientele. Hands on experience in Business Development( Corporate, Retail & SME)
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
  • In depth knowledge of wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
  • Knowledge of taxation implications for various investment and insurance products
  • Continously work on aquire new customers with higher investable surplus, increase AUM

Skills & Competencies

  • Excellent networking and communication skills
  • Customer Acquisition Minimum of 25 lacs and above investable surplus
  • Self-motivated and passionate about Financial markets
  • Keeps track of trends in the financial services industry
  • Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
  • In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
  • Knowledge of taxation implications for various investment and insurance products

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