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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Director - Business Development (Discretionary PMS)

Mumbai or Bengaluru

The Discretionary Portfolio Management team is looking for a candidate to Lead our business development efforts within the discretionary space. The candidate will own the sales plan and the client engagement for the practice.

This is a new role, for Purpose, and reports to the Head of business directly.

Responsibilities

  • Be our brand ambassador.
  • Displaying a significant degree of knowledge about our offering.
  • Focus on articulating our investment capabilities and expertise to internal stakeholders and external clients.
  • Act as a proxy fund manager with clients, particularly for clients with AUM below 100 Crores. Assist the segment head in road-shows & prospect meetings.
  • Responsible for the creation and distribution of investment content across the range of strategies.
  • Communication is vital. Be the key contact person for firm’s relationship managers.
  • Engage with relationship managers on a monthly basis and keep an open line of communication, especially during tricky periods like market sell-offs.
  • Responsible for sales to other institutions (B2B). Develop prospects.
  • Support products development. Work with clients and our Product team to create the solutions our clients want.  Help amend, where appropriate, existing solutions.
  • Support marketing. Contribute to overall marketing strategy.  Constantly deliver client and market feedback internally to the team.
  • Drive efficiency. Improvement of processes to enhance productivity.  

Requirements

  • 15+ years of investment counselling, consultative selling experience & institutional sales experience preferred. Minimum experience requirement can be moderated by few years for exceptional candidates.
  • Experience in collaborating/working closely with a team of wealth managers to deliver solutions to clients would be a big plus.
  • Knowledge of portfolio management principles and techniques like asset allocation, investment selection techniques in equity/fixed income & portfolio rebalancing etc.
  • Knowledge & experience in portfolio performance attribution analysis.
  • Master's degree in Business/Finance or any related discipline would be an advantage.
  • Good understanding of High-Net-Worth Wealth Management.
  • Having an outgoing nature can be a great strength, but we are looking for a good listener.
  • Deep experience and fluency with investment solutions.
  • Analytics-first approach to business development; preference for data informing actions.
  • Comfort working in a fast growing and entrepreneurial environment.
  • Excellent communication and presentation skills.
  • ‘Winning’ mindset; strong goal orientation.
  • Ability to travel when required.
  • Familiarity with both firms and people across investments landscape would be an added advantage.

To Apply for this role, email us at [email protected]

Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







arrow
Follow Us
linkedin youtube twitter instagram
Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006