We are Velstand, a joint venture between JV Ventures (https://jv.ventures) and the Epsilon Money Group (www.epsilionmoney.com). Velstand aims to make a difference in the financial space by offering innovative financial solutions for its clients – HNIs, SMEs and Affluents. In addition to a full range of products for Financial Market exposure (MF, PMS, AIF, Stocks, Bonds, Global investments etc.), Insurance Products & Family office solutions we also aim to bring differentiated Real Estate Products under the REIT, MSM REITs and other permitted offerings in a well crafted, fit for purpose Asset Allocation framework.

The firm is headquartered in Hyderabad with 15 affiliate offices in different parts of the country. If you’re looking for a career that will unlock new opportunities, join Velstand and experience the possibilities. Whether you want a career that could take you to the top in a fast growing group, or simply take you in an exciting new direction, Velstand offers opportunities, support and rewards that will take you higher.

Job Profile:

The Role we offer is that of a Chief Business Officer Groups’ Real Estate and Financial Product distribution based in Mumbai/Hyderabad. Some of the key responsibilities of this role are:

• Responsible for commercial delivery of the business plan across Wealth management and Real Estate Fund raise along with the team
• Having a thorough understanding of the financial landscape with a focus on innovative products – especially around Real Estate/REITs in addition to Wealth management products.
• Should have the knowledge and acumen to sell advanced products like REITs and pitch solutions to Key Distributors, Family Offices and Ultra HNIs.
• Empanel and manage key focus distributors across the spectrum including Banks, National and Regional Distributors, Key IFAs, CAs in addition to HNIs and Family Offices etc.
• Build new distribution partnerships and penetration opportunities within the target segment.
• Focusing and developing new areas in terms of business expansion, identifying potential clients and to increase market share. Manage key institutional clients
• Spearhead growth of the Wealth Business in new markets in Andhra and Telangana , i.e. Vishakhapatnam
• Build trusted partnerships and coordinate within the group to gain required products, marketing, tech and operational support and troubleshoot of operational issues, if any.
• Should be able to travel based on business requirement in key cities in India.

The role will require direct interface with Ultra HNI clients, national level distributors and Group Senior Management. A seasoned professional with the ability to navigate and manage various stakeholders and quest for knowledge in the financial markets and Commercial Real Estate.

Requirements

The successful candidate for this role will need to possess the following skills and experience:

• A good understanding of financial products including Real Estate related products (REITs).
• Strong relationship skills & commercial acumen
• Good verbal and written communication, leadership and interpersonal skills
• The inclination to work in a client facing, sales role
• Ideally a post graduate (MBA/CA/CFA) with 8 – 15 years of experience. Educational background in Finance/Investment/Real Estate Financial Products will be an advantage.
• Knowledge of relevant regulations pertaining to investment (Wealth Management) and Real Estate P/E business would be an advantage.
• Prior experience in B2B Sales (Mutual Funds/PMS/AIF/Real Estate PE) is preferred.

Skills, Abilities and Personality Traits

• Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment.
• Strong organizational and time management skills to effectively manage multiple investment mandates.
• Excellent interpersonal and communication skills while managing clients
• Demonstrate ability to work with a structured approach towards defined investment process.

Compensation Range:

• Fixed: Depending on experience, qualifications.
• Variable: Annual Performance Based Incentive, linked to business growth.