Aurum Ventures is a boutique multi-family office and SEBI-registered investment adviser serving HNIs, business families and globally connected investors across Indian and international markets.
The Role
We are seeking a recently qualified finance graduate to support our business team in identifying prospective clients, researching opportunities and preparing the groundwork for meaningful sales conversations.
The role offers direct exposure to how a premium multi-family office operates and how a global advisory business identifies, engages and converts opportunities.
Key Responsibilities
- Identify and research prospective HNI clients, business families and strategic partners.
- Assist the sales team with prospect profiling, meeting briefs and presentations.
- Support professional outreach and follow-up communication.
- Maintain and track the business pipeline and next steps.
- Gather market intelligence on client needs and emerging opportunities.
- Coordinate with the advisory and research teams to develop relevant client propositions.
Candidate Profile
- Recent B.Com, BAF, BMS, BBA or related graduate.
- Solid interest in wealth management and financial markets.
- Confident communication and research skills.
- Working knowledge of LLMs, Excel and PowerPoint.
- Professional, proactive and attentive to detail.
Prior experience is not mandatory. Curiosity, an entrepreneurial mindset, ownership and the ability to learn quickly will matter more.
📌 Strategic Business (Mumbai)
🏢 Aurum Ventures
📍 Mumbai
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