LEAD – INVESTMENT BANKING & WEALTH MANAGEMENT.
MAIN PURPOSE OF THE JOB
To be responsible for smooth and efficient handling of all Investment and Financial Management.
FUNCTION /DEPARTMENT
Finance
DESIGNATION
Lead – Investment Banking & Wealth Management.
Location
Agra
GRADE
L-1
REPORTS TO
Chief Executive Officer
REPORTEES
Executive/Officer/Manager- Audit
JOB REQUIREMENTS
EDUCATION QUALIFICATION
ESSENTIAL
Chartered Accountant having 5-7 years plus working experience.
KEY SET OF SKILLS / EXPERIENCE
Core Investment and Wealth Management experience. Analytical mind, Computer skills, excellent decision making and communication skills.
ADDITIONAL KNOWLEDGE
Expert in Financial Investment and start up opportunities.
KEY RESPONSIBILITIES OF THE JOB
SNO
AREAS
1. Manage the Investments of the Business and the Family
2.Find ways to optimise the investments
3.Look for new opportunities.
4.Negotiate with AMCs / PMSs
5.Look for Strategic Investment Opportunities.
6.Evaluate various investment / start up opportunities.
