8 - 12 years
0 Lacs
Posted:9 hours ago|
Platform:
Work from Office
Full Time
Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternative assets. Pitch investment products and services to the platform’s Clients and users within strict sales targets and timelines with a view to drive revenue growth for the firm. Build, maintain, nurture and manage relationships with existing Clients, ensuring transparent and timely communication through the investor relations and customer success teams. Address investor queries, feedback, and concerns in a professional and timely manner. Work with the marketing team in developing and implementing the firm’s go-to-market strategy. Work closely with the Operations team in onboarding new and existing Clients on the platform including Risk Profiling, KYC, PMLA and other regulatory requirements. Work closely with the Investments team in curating new financial products for the platform. Work with the Compliance team to ensure strict compliance with SEBI IA, PMS, AIF, OBPP and other pertinent regulations while advising Clients. Coordinate and lead the firm’s in investor-facing events including investor meetings, roadshows, webinars, and events. Hire, manage, grow and nurture talent.
Altinvest
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