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

📌 Manager PCG (Mumbai)
🏢 Tipsons Group
📍 Mumbai