Investor Relations and Sales Head

3 weeks ago


Mumbai, Maharashtra, India XpertReach Full time

Job Title: Investor Relations and Sales Head (B2B & B2C)

Location: Mumbai, India


Role Overview:

The Investor Relations and Sales Head will lead both C sales and investor relations efforts. The role involves managing relationships with institutional investors, HNWIs, UHNIs , family offices, while driving sales strategies to expand the company's market presence and investor base.


Key Responsibilities:

Investor Relations

Serve as the main contact for institutional investors, HNWIs, UHNIs, family offices,
Prepare and present regular updates on performance, investment strategies, and market outlooks.
Address investor inquiries and manage communications to ensure transparency and trust.
Monitor investor sentiment and manage the company's public perception.

Sales Leadership

Develop and implement targeted sales strategies for both institutional, corporate and HNWIs,
Lead sales teams to drive business growth, client acquisition, and retention across both segments.
Cultivate long-term relationships with key institutional clients and retail investors.
Collaborate with internal teams to design tailored investment solutions for diverse client needs.

Performance & Reporting:

Set and track sales targets, ensuring alignment with company goals.
Provide regular performance reports to senior leadership.

Requirements
10+ years of experience in Investor Relations and Sales, particularly in the financial services industry.
Proven success in managing client relationships.
Strong communication, leadership, and negotiation skills.
Deep knowledge of financial markets and portfolio management.
Bachelor's degree in Finance, Business, Economics (MBA or CFA preferred).



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