Advise clients on unlisted shares, pre-IPO deals, and private market opportunities.
Manage an grow a portfolio of HNI and retail investors.
Conduct research on private companies, valuations, deals and market trends.
Understand client risk profiles and recommend suitable investment opportunities.
Handle end-to-end processes : onboarding clients, documentation, payments, and share transfers.
Maintain solid relationships through regular portfolio reviews and follow-ups.
Collaborate with internal teams to ensure smooth transaction excuetion.
Acquire new clients through networking, reference, and outreach.
Pay: ₹500,000.00 - ₹550,000.00 per year
Advantages
Versatile schedule
Health insurance
Paid sick time