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Syndication Wealth Manager
Location: Mumbai
Experience Required: 3-5 Years
Salary Range: Up to 30 Lakh per annum
About Us:
We are an innovative Fintech company dedicated to providing exceptional investment opportunities for our clients. We are looking for a proactive and results-driven Wealth Manager to join our team and help us build meaningful relationships with mid-high net worth (HNW) individual investors.
Role Overview:
As a Wealth Manager, you will be responsible for building and managing a personal book of 100+ mid-HNW individual investors. You will lead and pitch fundraising deals, including IPOs, Pre-IPOs, and other primary or secondary fundraising transactions. Your ability to communicate clearly and effectively will be key to closing deals and fostering strong relationships.
Key Responsibilities:
– Investor Engagement: Meet with 25+ investors per month in person to build relationships and understand their investment needs.
– Deal Management: Lead and pitch fundraising deals, ensuring clear and compelling communication that resonates with business owners and doctors.
– Documentation: Prepare and send one-page deal summaries within 3 working days of every new mandate briefing.
– Follow-Up: Maintain consistent follow-up every 3 days with interested investors until subscription is signed and payment is received.
– Group Briefings: Host small group fundraising briefing sessions (8 to 15 people) for each deal, lasting 30 minutes, including a Q&A segment.
– Client Relations: Personally call every invested client on listing day to provide updates and ask for referrals after successful exits.
Qualifications:
– Proven experience in wealth management, investment banking, or a related field.
– Strong track record of building and managing client relationships, with a focus on high-net-worth individuals.
– Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
– Ability to work independently and meet deadlines in a fast-paced environment.
– Strong networking skills with a proactive approach to identifying and pursuing potential investors.
Why Join Us?
– Competitive salary with performance-based incentives.
– Opportunity to work in a dynamic and growing Fintech environment.
– Build a personal brand and network within the investment community.
– Access to continuous professional development and training.
To apply for this job please visit www.iimjobs.com.
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