Wealth Officer In The Finance Industry Job in T & A Solutions

Wealth Officer In The Finance Industry

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Job Summary Posted on -June 30, 2021

Designation Wealth Officer

Location Mumbai

Experience: 2 4 Years

CTC Best in Industry

EDUCATIONAL QUALIFICATION MBA Finance/CA/CFA/CFP/Graduation

KEY PERFORMANCE INDICATORS

Acquire new clients for below-mentioned products:

Main Product:

Wealth Products:Equity advisory,PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.

Cross Sell Products:

Private Equity:Fund Raising from VC,M&A.

Debt Syndication:Working CapitalLoan, Term Loan / Project Finance, Promoter Loan.

Merchant Banking:Right Issues,Bonus Issues, Share Buyback, QIP.

Startup Fund Raising Pre VC-Round

SKILLS

Well versed with MS Excel & PPT

Networking

Aggressive & result-oriented

Self-motivated

Interpersonal skills

Team Player

#wealthmanagement #wealthofficer #mumbaijobs #mumbaiopenings

If interested can forward your updated resumes on hr5@tasolutions.inand can directly contact us on 9056679449 also can provide our reference to your friends and colleagues

Experience Required :

2 to 4 Years

Vacancy :

2 - 4 Hires