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principal client partner in Bangalore

posted:
location
bangalore, karnataka
function
Other
position type
permanent
reference number
926071
contact
randstad india
apply now

job description

?Identify potential Uber-wealthy families with financial assets of over ? 50 Crs.

? Sourcing/ Acquisition of clients which fit into this category.

? Facilitate Meetings/ Interaction to culminate in signing up as a client of the firm.

? Manage relationship on an ongoing basis.

Benefits
?A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ Corporates.

? One of the earliest firms in India, to be registered under SEBI�s new Investment Advisor guidelines.

? Specialized in facilitating Investment Advisory, Corporate Finance, Private Equity, Business Advisory, Legal &

Taxation etc. Presently expanding its capabilities to fulfil client needs.

? Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed

organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS Investment Managers

? Backed by a team of senior professionals with significant domain expertise in financial services.

? Entrust Family Office has built a strong reputation of a client centric firm with high integrity at a young age.

Client Introduction
?A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ Corporates.

? One of the earliest firms in India, to be registered under SEBI�s new Investment Advisor guidelines.

? Specialized in facilitating Investment Advisory, Corporate Finance, Private Equity, Business Advisory, Legal &

Taxation etc. Presently expanding its capabilities to fulfil client needs.

? Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed

organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS Investment Managers

? Backed by a team of senior professionals with significant domain expertise in financial services.

? Entrust Family Office has built a strong reputation of a client centric firm with high integrity at a young age.

skills

?Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory.

? Opportunity to be a part of growth of a young company as it grows in size and stature

? Significant learning potential with the firm expanding in capabilities.

? Self-initiative to be rewarded well

? Opportunity to develop a client roster of some of the richest Indians.

? Entrust Family Office follows a �Deliver and Grow� mantra for employees. Immense potential for an individual to

gain experience, perform well and take on larger responsibilities within the firm.

? �Growth from within� policy shall favor early employees with proven delivery track record.

? Financial services is one of the best paying segments and over time, as the individual displays consistent

performance, emoluments will commensurately grow.

qualification

?Relevant professional qualification.

? Preference for candidates with experience in Relationship Banking, Wealth Management with an existing set of

Ultra High Net-worth clients, UHNI definition being above 25 Cr Investible surplus. However conditions could be

waived for candidates with exceptional capabilities.

? Work experience of over 10-15 years, with at least 5 years in supervisory role

apply now