AVP/VP - Wealth Management - BFSI

Company : Financial Advisory Firm

Location : Mumbai

Qualification : Post graduate

Experience : 6-10 years

Jon description :

- Identification of potential targets / prospects for fund raising

- Market Mapping including sizing up of the Industry and Market and crystalizing the target universe and then cherry picking within the target universe.

- Data compilation / collation on the potential targets / prospects, the industry, sector, analyse the target company based on the available information, including financial and generic analysis.

- Prepare Fact Packs in case of each of the potential targets / prospects.

- Preparation of pitch books / presentation / discussion material (power point or otherwise) for the potential targets / prospects, wherein the credential of the company are well presented, apart from the pitch being made for the pitch for the prospective client.

- Provide all the required inputs of the potential client / prospects to the management and settle the Pitch Books / Fact Packs, as the case may be.

- Initiate dialogue with the target universe.

- Schedule meetings / Video Conference / Tele Conference of the management with the potential client.

- Maintaining relationships, data-base and MIS of the potential targets / prospects for showing them various ideas / options / prospects in various other options.

Sucheta Bhilare
Vitasta Consulting Pvt. Ltd
311, Ganatra Estate,
Khopat, Thane West,
Maharashtra - 400 601
Mobile: 08879254777
URL : www.vitasta.com