83 Coe Solutions Jobs
7-12 years
Senior Manager - Client Relations & Business Development - IIM/ISB/FMS/MDI (7-12 yrs)
Coe Solutions
posted 2mon ago
Key skills for the job
Job Description: To generate business revenues by adding advisory and PMS/AIF clients
Role and Responsibilities:
- This position will be responsible for originating new business from UHNWIs/Family offices for Investment advisory, PMS schemes and Alternatives (AIFs, Private credit funds, global funds) etc.
- The incumbent will prospect for new business opportunities, follow up on proposal generation, respond to client requests for information and/or problems, and continue to enhance the company's brand.
- Provide relevant feedback from prospects/existing clients to improve upon the offerings.
- The person will be responsible for learning and articulating the value proposition that the company brings to the Family offices and business families/UHNWIs category.
Location: Mumbai
Qualifications and Education Requirements:
Education Qualification: MBA from Premier Institutes
Must have:
- Prior investment experience
- Managing Client Relationships
Good to have: Family office/Family business/Institutional relationships
Required Skills:
- Good understanding of financial metrics
- Passionate about investing in capital market.
- High proficiency in MS office suite.
- Excellent communication skills in English (both written and spoken).
Soft Skills:
- High degree of professional code of conduct & team player.
- Resourcefulness.
- Technology savvy.
- Ability to manage multiple requirements in a fast-paced, dynamic environment.
- Detail oriented with a high degree of accuracy.
Minimum work experience required:
- 7-10 years of experience
- Experience in family office/UHNWI investments is preferable
Functional Areas: Other
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