Cluster Investor Manager

Role Overview: You will be responsible for managing all investment activities within a specific zone, ensuring investor satisfaction, meeting investment targets, and growing the company's investment portfolio. This role demands exceptional relationship management, financial acumen, and the ability to thrive in a fast-paced environment. Key Responsibilities: - Investor Management: - Onboard and manage relationships with potential and existing investors within the assigned zone. - Provide personalized investment advice to investors, ensuring high satisfaction and retention. - Address and resolve investor queries promptly and effectively. - Portfolio Management: - Oversee the investment portfolios for clients, ensuring optimal returns. - Track and analyze portfolio performance and provide regular updates to investors. - Identify opportunities for portfolio diversification and growth. - Business Development: - Drive new investments by achieving monthly, quarterly, and annual targets. - Collaborate with the sales and marketing teams to attract new investors. - Develop strategies to expand the investor base in the assigned zone. - Market Insights: - Conduct market research to stay updated on financial trends, risks, and opportunities. - Provide actionable insights and recommendations to improve overall investment performance. - Compliance and Reporting: - Ensure all investment activities adhere to regulatory and company policies. - Maintain accurate records of investor interactions and transactions. - Generate detailed reports on investment performance for internal and external stakeholders. Key Requirements: - Education: Bachelors degree in Finance, Business Administration, or a related field. An MBA is preferred. - Experience: Minimum 3 years in investment management, wealth management, or related fields. - Skills: - In-depth understanding of financial markets and investment products. - Strong communication, negotiation, and relationship-building skills. - Proficiency in CRM tools and financial software. - Analytical mindset with strong problem-solving abilities. Attributes: - Results-driven and goal-oriented. - High attention to detail and organizational skills. - Ability to build trust and rapport with stakeholders. - Adaptable to dynamic and fast-paced work environments.,