Business Development Manager / Private Wealth / AIF & PMS Sales

Freelancer

Mumbai

On-site

INR 900,000 - 1,300,000

Full time

14 days+

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Job summary

Freelancer is seeking an Investor Relations Analyst to support PE, AIF, AMC, Real Estate Funds and PMS initiatives. The role includes creating pitch books, investor presentations, distributor coordination, fund marketing, MIS reporting and managing relationships with UHNI clients.

The ideal candidate has experience in PMS/UHBI/PE/AIF/PMS/NBFC vehicles and a strong grasp of relevant legal and tax frameworks. Mumbai-based or equivalent on-site position.

Qualifications

Experience with PMS/UHBI/PE/AIF/PMS/NBFC vehicles and familiar with legal & tax frameworks.

Responsibilities

Prepare pitch books and investor presentations.
Coordinate with distributors and support fund marketing.
Maintain MIS reporting and UHNI relations.

Skills

Investor relations

Relationship management

MIS reporting

Fund marketing

Job description

Investor Relations Analyst required for PE, AIF, AMC, Real Estate Funds & PMS, Investment Banking. Role includes pitch books, investor presentations, distributor coordination, fund marketing, MIS reporting and relationship management to UHNI.

Required Candidate profile

Wealth Managers' profile for financial services & wealth listed firm. Experience of PMS/UHBI/PE/AIF/PMS/NBFC vehicles, legal & tax frameworks.

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