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⏰ Full-time

Investment Portfolio Specialist

Tipsons Group
Location 📍 India, India
Posted 📅 June 06, 2026
Work Type ⏰ Full-time

Position Overview

  • Interact with high-net-worth individuals(HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.
  • Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
  • Develop and manage relationships with current and potential investors.
  • Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.
  • Working with corporates for their fundraising needs if any.
  • Working with the family office for their investments into credit papers.
  • Onboarding new corporates as well family office.
  • Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting.
  • Coordinate with relevant stakeholders to ensu...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
India, India