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    JD-Private Equity Advisory

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    ralev79025
    Qi Ventures is a venture capital firm that brings together investors and startups. They are looking for a Private Equity Advisor to generate leads, manage client relationships, and close deals by communicating with high net worth individuals and solving their queries. Key responsibilities include contacting and informing customers, maintaining customer information and resolving issues. The ideal candidate has excellent communication skills, experience in financial advisory, knowledge of relevant software, and the ability to learn about and explain financial products and services.

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    JD-Private Equity Advisory

    Uploaded by

    ralev79025
    16 views2 pages
    Qi Ventures is a venture capital firm that brings together investors and startups. They are looking for a Private Equity Advisor to generate leads, manage client relationships, and close deals by communicating with high net worth individuals and solving their queries. Key responsibilities include contacting and informing customers, maintaining customer information and resolving issues. The ideal candidate has excellent communication skills, experience in financial advisory, knowledge of relevant software, and the ability to learn about and explain financial products and services.

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    JD-Private Equity Advisory (1)

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    Qi Ventures is a venture capital firm that brings together investors and startups. They are looking for a Private Equity Advisor to generate leads, manage client relationships, and close deals by communicating with high net worth individuals and solving their queries. Key responsibilities include contacting and informing customers, maintaining customer information and resolving issues. The ideal candidate has excellent communication skills, experience in financial advisory, knowledge of relevant software, and the ability to learn about and explain financial products and services.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    16 views2 pages

    JD-Private Equity Advisory

    Uploaded by

    ralev79025
    Qi Ventures is a venture capital firm that brings together investors and startups. They are looking for a Private Equity Advisor to generate leads, manage client relationships, and close deals by communicating with high net worth individuals and solving their queries. Key responsibilities include contacting and informing customers, maintaining customer information and resolving issues. The ideal candidate has excellent communication skills, experience in financial advisory, knowledge of relevant software, and the ability to learn about and explain financial products and services.

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    © All Rights Reserved
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    JOB DESCRIPTION

    About Us:
    Qi Ventures is a Venture Capital firm bringing together the Investor and the start-up
    community to derive the maximum potential of both the worlds. With a network of 700+ HNI
    and NRI investors. Our objective is to create a Private Equity portfolio for our investors with
    the best suited startups to their profile and derive highest possible returns on the overall
    portfolio. We help visionary founders in bringing their vision into reality through our expertise
    and help them scale their business with the capital funding assistance and mentor
    participation from the industry leaders and subject matter experts from the investor
    community.

    We are looking for an enthusiastic Private equity advisor/Financial Consultant to contribute in


    generating leads and managing the good relationship with the clients of for Qi Venture. You are
    responsible for handling clients over the phone/email, preferably by phone calls. You will be
    responsible for closing deals and maintaining good customer relationships.
    As an effective person, you must be an excellent communicator and have superior people and
    relationship management skill. You must be comfortable presenting products or services over
    the phone as well as dealing with complaints and doubts.
    The goal is to help Qi Venture grow by bringing in customers and developing business.

    Roles and responsibilities:

    ● Contact potential or existing customers to inform them about Qi Venture’s offerings.


    ● Interacting with HNI and UHNI clients and solving their quires and portfolio.
    ● Handle grievances/solve the issues and grievances to preserve the company’s
    reputation.
    ● Follow communication “scripts” when handling different topics.
    ● Obtaining customer information and other relevant data.
    ● Maintaining the database of the clients on a regular basis. No tolerance towards any data
    security breach of any customer or company information.
    ● Identify customers’ needs, clarify information, research every issue and
    provide solutions and/or alternatives.
    ● Build sustainable relationships and engage customers by taking the extra mile Meet
    personal/team qualitative and quantitative targets.
    ● Keep records of all conversations in company's database in a comprehensible way
    Frequently attend trainings/re-trainings to improve knowledge and performance level.
    ● Go the “extra mile” to meet sales quota and facilitate future sales.
    ● Maintaining the data base and records of the clients in useful manner.
    Requirements and skills
    ● Excellent communication and interpersonal skills (E).
    ● Fluent in English and Hindi. (E)
    ● Proven experience as equity advisory/Financial consultant/Relationship manager (E)
    ● Preferred knowledge about financial products. (E)
    ● Good knowledge of relevant computer programs (e.g. CRM software) and telephone
    systems (E)
    ● Ability to learn about products and services and describe/explain them to prospects (E)
    ● Should know the basics of MS-Excel (D)
    ● Customer focus and adaptability to different personality types (D).
    ● Outstanding negotiation skills with the ability to resolve issues and address complaints
    (D).
    ● Ability to multi-task, set priorities and manage time effectively and should be a good
    team player (D).

    (E-Essential.
    D-Desirable.)

    Educational qualification: Any Bachelor’s degree.

    Experience: 1 to 5 Years.

    Work location: HSR Layout, Sector 6, Bangalore/Bengaluru.

    Company Website: https://www.qiventures.in

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