Team Lead – Investment Operations

Job Title: Team Lead – Investment OperationsLocation: BengaluruExperience: 5 to 7 yearsIndustry: Venture CapitalJob Summary:We are seeking a dynamic and results-driven Team Lead – Investment Operations to join our growing team. The ideal candidate will have 5 to 7 years of experience in Venture Capital Industry, with a strong background in, client relationship management, and team leadership. The role involves leading a team of driving revenue growth, and ensuring excellent client experience.Key Responsibilities:1. Client Relationship Management:- Building and Maintaining Client Relationships: Managing and expanding relationships with clients. - Understanding Client Needs: Gaining deep insights into the investment objectives, strategies, and constraints of clients to tailor products and services that meet their needs. - Providing Market Insights: Acting as a trusted advisor to clients by providing market insights, investment ideas, and product recommendations based on their risk profiles and investment goals.2. Investment Product Sales:- Selling Investment Products: Leading the sale of a range of financial products, including startup investments, structured products, or alternative investments. - Pitching Investment Ideas: Presenting new investment ideas, market themes, and opportunities to clients, often backed by the firm’s research teams.3. Client Communication and Engagement:- Organizing Client Meetings: Arranging regular meetings, conference calls, and presentations with clients to discuss portfolio updates, market developments, and new investment opportunities. - Product Roadshows: Leading or participating in product roadshows, where the firm presents investment opportunities to multiple clients across different regions or sectors. - Investment Conferences: Attending industry conferences and events to network with clients, understand new trends, and promote the firm’s products.4. Investment Strategy Consulting:- Advising on Portfolio Construction: Advising clients on asset allocation, portfolio construction, and risk management strategies based on their objectives and the current market environment. - Identifying Opportunities: Proactively identifying opportunities in different asset classes, sectors, or regions and guiding clients on how to incorporate these opportunities into their portfolios.5. Revenue Generation and Growth:- Driving Sales Revenue: Setting and achieving revenue targets for selling the firm’s investment products. The lead investments sales professional is often evaluated based on their contribution to the firm’s bottom line. - Client Retention and Growth: Ensuring long-term client satisfaction and retention by providing ongoing value and fostering a strong, trust-based relationship. This includes identifying opportunities to deepen client relationships and increase assets under management.6.Monitoring Market Trends:- Staying Informed: Keeping up with global and regional market trends, macroeconomic developments, and new investment products to better advise clients and position the firm’s offerings. - Anticipating Client Needs: Understanding shifts in market conditions, regulations, or client objectives and proactively offering solutions or adjusting strategies to meet those needs.7. New Business Development:- Sourcing New Clients: Identifying and targeting new institutional clients or expanding the firm’s footprint in specific sectors or geographies. This includes networking, attending industry events, and leveraging personal and professional contacts. - Onboarding New Clients: Managing the onboarding process for new clients, including establishing new accounts, setting up reporting processes, and ensuring compliance with regulations.Required Skills & Qualifications:- 5 to 7 years of experience in Investment Operations within the Venture Capital and Private Equity Industry. -Team Handling a member of 4 to 5 employees. - Strong knowledge of Micro VCs, Category I AIF (Alternative Investment Funds), investment products, and financial planning. - Strong knowledge of investment products, financial planning, and portfolio management. - Proven ability to lead and motivate a sales team, drive revenue, and achieve targets. - Excellent communication, negotiation, and client relationship management skills. - Ability to thrive in a fast-paced, target-driven environment. - Bachelor's degree in Finance, Business, Economics, or a related field.Benefits:●Competitive salary.●Health insurance and wellness programs.●Opportunities for professional development.●Dynamic and inclusive work culture.Join our dynamic team at Creddinv Technologies as Team Lead – Investment Operations and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in