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    Job · 11769161

    Tipsons Group logo

    Manager PCG

    Tipsons Group · Mumbai · onsite · Posted 67d ago

    Not disclosed3–8 yrsfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    • 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 new 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

    Sourced from foundit

    Skills

    Debt ProductsPowerpointInvestment StrategyPortfolio Managementinvestment philosophyWordexcel

    About Tipsons Group

    Tipsons Group logo

    Tipsons Group

    Financial Services

    Ahmedabad, Gujarat

    India

    ₹14.1L PA avg

    Avg at Tipsons Group

    About

    Tipsons Group is a 3-decade-old diversified financial services group with strong presence in Capital Markets, Investment Banking, Broking, Wealth Management and Family Office services. We are known for client-centric approach & deep market expertise.

    Industries

    AdviceFinancial ServicesWealth Management

    Employee ratings

    9 reviews

    4.2/ 5

    Culture

    3.9

    Career growth

    3.8

    Work-life

    3.9

    Employees rate it well for

    Job Security43Overall Company42

    Find them on

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    Manager PCG · waiting for your command