Job Description:

Job Description
• Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment
interests into fixed income product.
• Oversee the marketing process as well as broader company marketing efforts, including creating investor materials,
hosting webinars, and organizing investor events.
• Develop and manage relationships with current and potential investors.
• Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to
propose customized deals, close transactions.
• Working with corporates for their fundraising needs if any.
• Working with the family office for their investments into credit papers.
• Onboarding recent corporates as well family office.
• Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment
reports and any custom reporting
• Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting




systems and prepare custom internal reporting
• Maintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy
and general portfolio constructs and prepare and coordinate responses to clients and prospect queries
The Successful Applicant
• MBA, Master's Degree in Finance, CA or a bachelor's degree with relevant prior experience
• In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in
a wealth management firm preferred.
• Excellent communication skills and the ability to effectively pitch a variety of debt products to HNWIs and family
offices
• Global mindset with the ability to collaborate and work with teams across different geographies
• Understanding of portfolio management basics, including portfolio optimization concepts
• Exceptional Excel, PowerPoint and Word skills

📌 Assistant Vice President or Vice President (Mumbai)
🏢 RECEX
📍 Mumbai