Role Overview

Therole is responsible for driving the growth of Emkay Wealth's UnlistedInvestments and Private Markets platform by sourcing, evaluating, structuring,and distributing unlisted equity and pre-IPO investment opportunities to HNIs,UHNIs, Family Offices, and Corporate Treasuries.

Theincumbent will work closely with Relationship Managers, Product Teams, FamilyOffices, Investment Banks, VC/PE Funds, and external market intermediaries tocreate a scalable private markets franchise within Emkay Wealth.

Key Responsibilities

Private Markets Business Development

- Build and grow Emkay Wealth's Unlisted Investments business.
- Create a pipeline of quality pre-IPO and unlisted investment opportunities.
- Drive revenue and asset mobilisation through private market offerings.
- Develop relationships with Family Offices, UHNI investors and strategic investors.

Product Positioning Developclient-oriented investment communication material including:

- Investment rationale




- Key growth drivers
- Valuation summary
- Risk considerations
- Exit scenarios
- Support Relationship Managers in positioning opportunities to clients.

Investment Evaluation

- Review financial statements.
- Assess valuations.
- Understand risks and exit pathways.
- Prepare investment notes and client presentations.

Investor Relationship Management

- Maintain ongoing engagement with investors by:
- Providing company updates
- Tracking valuation changes
- Communicating funding events
- Sharing IPO developments
- Supporting exit opportunities

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Unlisted Investment Specialist (Mumbai)
🏢 Emkay
📍 Mumbai