Team Lead Investment Operations

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You are seeking a dynamic and results-driven Team Lead Investment Operations to join a growing team in the Venture Capital industry. With 5 to 7 years of experience, you will lead a team driving revenue growth and ensuring excellent client experience. Key Responsibilities: - Building and Maintaining Client Relationships: Manage and expand relationships with clients, understanding their needs and providing market insights. - Selling Investment Products: Lead the sale of financial products, pitch investment ideas, and present opportunities to clients. - Client Communication and Engagement: Arrange meetings, lead product roadshows, and attend investment conferences to network with clients. - Investment Strategy Consulting: Advise clients on portfolio construction, identifying opportunities, and proactively guiding them. - Revenue Generation and Growth: Drive sales revenue, ensure client satisfaction, and identify opportunities for growth. - Monitoring Market Trends: Stay informed on market trends, anticipate client needs, and offer proactive solutions. - New Business Development: Source new clients, onboard them, and expand the firm's footprint in specific sectors or geographies. Qualifications Required: - 5 to 7 years of experience in Investment Operations within the Venture Capital and Private Equity Industry. - Team Handling experience with 4 to 5 team members. - Strong knowledge of Micro VCs, Category I AIF, investment products, and financial planning. - Proven ability to lead and motivate a sales team, excellent communication skills, and a Bachelor's degree in Finance or related field. If you are looking to join a team at Creddinv Technologies and shape the brand narrative through compelling investment, this role might be the perfect fit for you. Get in touch by submitting your resume and cover letter to hr@creddinv.in.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You