Upload Button Icon Add office photos
filter salaries All Filters

10 Dovetail Capital Jobs

Wealth Sales Professional

3-5 years

Mumbai

1 vacancy

Wealth Sales Professional

Dovetail Capital

posted 4mon ago

Job Description

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 counterparties


Employment Type: Full Time, Permanent

Read full job description

What people at Dovetail Capital are saying

What Dovetail Capital employees are saying about work life

based on 2 employees
50%
100%
50%
100%
Flexible timing
Monday to Friday
International travel
Day Shift
View more insights

Dovetail Capital Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

Compare Dovetail Capital with

Edelweiss

3.9
Compare

Bajaj Finserv

4.0
Compare

Reliance Capital

3.7
Compare

Aditya Birla Capital

4.0
Compare

L&T Finance

4.0
Compare

HDFC Bank

3.9
Compare

Kotak Mahindra Bank

3.8
Compare

ICICI Bank

4.0
Compare

Axis Bank

3.8
Compare

Sammaan Capital Limited

3.8
Compare

TCS

3.7
Compare

Accenture

3.9
Compare

Wipro

3.7
Compare

Cognizant

3.8
Compare

Capgemini

3.8
Compare

Infosys

3.7
Compare

HCLTech

3.6
Compare

Tech Mahindra

3.6
Compare

Genpact

3.9
Compare

Teleperformance

3.9
Compare

Similar Jobs for you

Wealth Manager at Wealth First Portfolio Managers Ltd

Ahmedabad

1-6 Yrs

₹ 5-10 LPA

Senior Executive at Choice International Limited

Mumbai

2-5 Yrs

₹ 5-8 LPA

Wealth Manager at Getwork

Lucknow, Chennai + 1

4-9 Yrs

₹ 4.5-9 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Mumbai, Mumbai Suburban + 1

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Mumbai, Mumbai Suburban + 1

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Mumbai, Mumbai Suburban + 1

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Ahmedabad, Rajkot + 1

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Credicus Business Services

Hubli, Mangaluru

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Kolkata

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Manager at Motilal Oswal Financial Services (MOFSL)

Ahmedabad, Rajkot + 1

1-5 Yrs

₹ 2.5-5.5 LPA

Wealth Sales Professional

3-5 Yrs

Mumbai

4mon ago·via naukri.com

HR Executive

3-5 Yrs

Mumbai

3mon ago·via naukri.com

Product - Fund Admin

4-6 Yrs

Mumbai

3mon ago·via naukri.com

Legal

4-7 Yrs

Mumbai

3mon ago·via naukri.com

Compliance Analyst

3-5 Yrs

Mumbai

4mon ago·via naukri.com

Compliance Manger

5-7 Yrs

Mumbai

4mon ago·via naukri.com

Client Service Manager

5-7 Yrs

Mumbai

4mon ago·via naukri.com

Compliance Sales

3-5 Yrs

Ahmedabad

4mon ago·via naukri.com

Service Relationship Manager

2-6 Yrs

Ahmedabad

4mon ago·via naukri.com

Mutual Fund Sales Manager

3-6 Yrs

Mumbai

4mon ago·via naukri.com
write
Share an Interview