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Business Descriptor:
Job Location: Bangalore, In office
Investor Profile to be handled: Treasuries of Domestic/MNC Corporate’s, Banks/NBFC/Insurance companies, Trust/Promoter/Family Office, and PSU/PF Trust
Principal Responsibilities

Manage Set of Existing Key account/Book: Engage with treasuries over time to time and share our fund house view on market/strategy, communicate product updates while keeping investor interest as well as maximizing our market share with them.
Business expansion: On boarding new investors and keep expanding investor universe as ongoing exercise
Business development: Tracking companies, corporate action, funding etc.to identify newer opportunity and make a first move to present our brand




Positioning and marketing various schemes of fund house based on internal and external dynamic environment
Investor Engagement: Be Instrumental to conduct Senior management engagement with existing and prospect investor
Liasion with Group Corporate Banking team to identify potential investor as well as work closely with Institutional distributor.

Education Qualifications / Certifications and Requirements:
Educational Qualifications
MBA/CFA/CFP or Equivalent degree
Years of Experience
This position requires a minimum of 3 years of experience from Asset Management/Wealth/Bank or relevant.
Other Requirements
Passion for B2B Business
Knowledge of Capital market (Debt & equity), mutual fund schemes
Interpersonal and Networking Skill
Know how to gather Data, market intelligence and interpret, plan and execute.
Good understanding of Sales process
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Additional Information

Man

📌 Vice President (India)
🏢 HSBC Global Services
📍 India