Investment Banking Associate

Investment Banking Associate (6-7 yrs)

Key Responsibilities:

- Build and expand a network of HNI and UHNI investors.

- Acquire and onboard investors onto ecosystem.

- Develop long-term relationships with investors through regular engagement.

- Present investment opportunities and other private market deals.

- Understand investor preferences and help them evaluate suitable investment opportunities.

- Coordinate with internal investment teams to ensure timely communication of live deals.

- Maintain regular follow-ups with investors and provide ongoing support throughout the investment journey.

- Generate referrals and contribute to the growth of the investor network.

- Represent company's professionally while delivering a high-quality client experience.

Desired Candidate Profile:

- MBA (Finance/Marketing) from a Tier 2 institute preferred.

- 2-4 years of experience in Investor Relations, Wealth Management, Private Banking, Capital Markets, Investment Advisory, Fundraising, Financial Services, or Relationship Management.

- Excellent communication and interpersonal skills.

- Experience managing HNI/UHNI or affluent clients.

- Strong relationship-building and networking abilities.

- Basic understanding of capital markets and private market investments.

- Self-driven, confident, and comfortable interacting with senior investors.