Assistant Manager - Wealth Sales

About Dovetail Group:

Dovetail is a diversified asset servicing group established in 2017 with focus on servicing asset and wealth managers for India inbound and outbound flows. It is regulated by SEBI and IFSCA (Regulator at GIFT IFSC), beside getting regulated by DFSA (Regulator at DIFC, Dubai).

The Group operates across four core verticals:

· Fund & Platform Solutions

· Derivative Clearing, applying for custody license.

· Administration Service (Fund Admin)

· Distribution platforms

Dovetail has a team of overall 200+ employees, and our Head Office is situated in Mumbai, we have additional offices at GIFT City, DIFC (Dubai) & Singapore. These businesses cater asset & wealth managers for India facing businesses.

The group has a strong apolitical & merit-based culture with a focus on servicing our client in a fully compliant manner.

Our Vision:

To be a globally respected, independent asset servicing partner.

Our Mission:

We support asset managers, wealth managers, and investors throughout the investment lifecycle by delivering integrated asset servicing solutions - from market access and clearing to fund administration and management support - anchored in India's evolving capital markets ecosystem and delivered with independence, regulatory depth, scalable technology and consistent execution excellence to meet global standards.

Our Values:

• Integrity
• Cultivation
• Ownership
• Customer Centricity
• Value-Based Transactions

Job Summary:

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and Wealth Managers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives, Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments). It also requires a good understanding of the regulations (FPI & FDI) and creating products as per market requirements. Location: Mumbai (Parel / Prabhadevi).

Responsibilities and Duties:

• Prospecting, generating and acquiring leads, i.e. of Family Offices, Wealth
• Management Companies, Private Banks & Asset Managers who wish to invest in India / global markets under various asset classes such as equity, Debt, Mutual Funds and unlisted securities.
• Managing and growing existing business and client relationships.
• Managing Sales Activities and achieving monthly targets across products and services.
• Responsible for preparing yearly budgets and strategies for achieving the targets.
• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Qualifications:

• Must have 3 to 5 years of sales experience.
• Ability to provide efficient solutions and meet timelines.
• Ability to understand regulations of various jurisdictions.
• Should have good communication skills and ability to work in teams.
• Should have an affable personality, especially while liaising with counter parties.

Location: Mumbai