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Posted in
Sales & Marketing
Job Code
1520608
Business Development
Job Description:
- Although the role pertains to Investor Relations this would be more into sales , business development and client relations.
- With a focus on integrity, transparency, and discipline, We are redefining investment for a broader audience.
Responsibilities:
- Deliver expert investment advice to prospective clients and drive capital.
- Develop a thorough understanding of the products and cultivate enduring, relationship with investors.
- Proactively manage both existing and new leads, ensuring consistent communication and pipeline development.
- Collaborate with stakeholders to provide a seamless, high-quality client experience beyond the initial engagement.
- Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.
- Monitor market trends and investment opportunities to provide clients with timely and relevant insights.
- Ensure compliance with all regulatory and organizational standards in managing client portfolios.
- Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.
- 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.
- NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.
- Proven expertise in building relationships and driving growth.
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Posted By
69
JOB VIEWS
43
APPLICATIONS
0
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1520608
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