• Wodehouse Capital Advisors - Analyst - Wealth Management/Private Equity Jobs in Mumbai,India - 25283935

  • Wodehouse Capital Advisors Pvt Ltd

Job Description:

Wodehouse Capital Advisors Pvt ltd, is looking for an Analyst Level Role in their Mumbai office

Candidates who have knowledge and wish to foray into the world of Wealth Management & Private Equity business from ground up Only Apply

We are looking for a dynamic young individual who displays Passion For Learning is Always Energetic has Hunger For Growth is Positive With A Never Say Die Attitude is Self-Motivated & Disciplined and Wants To Make Every Day Count

You will learn from Dynamic Leaders who will teach & guide you every step of the way whenever required

If you fit the bill go ahead and apply for this job

Qualifications -

- Finance Graduate/MBA in Finance/Wealth Management or Private Equity Course

- Strong Analytical & Problem solving skills; Ability to multi-task; Strong attention to Detail

- Fundamental understanding of financial markets/private equity/accounting

- Excellent communication skills, both written and verbal (English)

- Strong MS Office applications knowledge & presentation skills

Job Profile

- Cold calling, fix meetings, complete co-ordination & follow-ups on meeting & update on status

- Sending out calendar invites to all attendees for meetings

- Creating strategy reports and other types of documents for Directors to use with clients and prospective clients

- Identifying new business opportunities, including prospecting clients through cold calling

- Research and find key contacts within industries/companies as and when required by the Management

- Assisting in pre-client meeting tasks such as preparation of meeting agendas, client paperwork, investment policy statements etc

- Involvement in tying up with AMCs/VCs/PE Funds

- Assisting/participating during client meetings (ie running power point presentations)

- Develop & maintain a database of key contacts with timely updates and comments

- Updating client portfolio & reports once a week

- Researching a wide variety of financial products (and occasionally being asked to provide their opinions to associates and partners)

Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services, according to Forbes

Candidates residing in Mumbai only apply !

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 01st Jun 2020

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