New
Job ID : JO00154

Wealth Sales (AS00254)

  • Mumbai
  • 3 weeks ago

Job Description

Job Requirements:
• Qualifications: CA / MBA
• Experience profile of at least 7-10 years
• Should have experience of working with wealth firms, understanding the fixed income product
   landscape from a HNI perspective and alternatives.
• Understanding on SEBI Listing regulations, EBP Guidelines, Trade settlement, Companies Act.
• Understanding of regulatory framework, legal and operational aspects relevant to debt raising
  and executing.
• Strong analytical skills, attention to detail
• Strong Power-point and Excel skills
• Mental flexibility, regulatory awareness to structure and execute deals across situations
   Financial modelling and Financial Analysis

Job Responsibilities:
• To oversee preparation of term sheet, transaction documents, assessment note and close
   coordination with Credit while doing underwriting of NCDs / Loans.
• To assist limit set-up amongst funding partners and approvals from respective product team of
   various wealth managers.
• Taking approvals and overseeing sell-down trades
• Closure of deal including sanctions, documentation and funding
• Maintain issuer wise feedback from all investors
• Developing pitches with financing solutions basis Do-ability assessment and investor feedback
• Working with sales team and prospective investors for placements
• MIS reporting on transactions on a regular basis
• Working independently as well as in a team.
• Internal clients- RMs ,Credit, BIU, Product, Treasury, Internal Audit
• External clients – Issuer/Borrowers, Wealth, Legal Counsels, Rating Agency, Trustee, etc


Job Requirement


Additional Information

Job Type : Full Time
Experience : 7 - 10 years
Location : Mumbai, India
Qualification :

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