Family Office Role - Asset Management (3-13 yrs)

Key Skills Required:

Functional:

- Conceptual Selling, Subject Matter Expertise in Family Office and Equity. Sales, Networking, Business Development skills

Key Responsibilities:

- Approach and onboard SME, Treasury, HNW clients, Multi-family offices RIAs and their advisors.

- Maintain and grow any existing relationships and build AUMs for newly launched offerings.

- Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients.

- Self-sourcing, client referrals and building relationships with Treasuries and MSME and Mid Corporates.

- Cross-sell of company's products, generate awareness about the brand and various basket of products with focus on Fixed Income segment.

- Understanding the clients requirements & recommending the strategy accordingly

- Maintain highest level of service and delivery to partners and clients.