Lead Investment- Sales Side

2 months ago

Bangalore City, India Creddinv Technologies Pvt Ltd Full time
A Lead Investments-Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firm’s investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, leadership skills, and the ability to deliver tailored solutions that meet the needs of sophisticated clients. Core 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 (AUM).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. Key Skills and Competencies:Sales and Relationship-Building Skills:Strong Client Relationships: Proven ability to build and maintain relationships with institutional investors, understanding their needs and delivering value.Sales Expertise: Ability to pitch, negotiate, and close sales for complex financial products, often requiring high-level investment knowledge and communication skills.Networking: A broad professional network within the institutional investment community.Market Knowledge and Product Expertise:Deep Financial Markets Knowledge: Thorough understanding of financial markets, including equities, fixed-income, derivatives, commodities, or alternative investments, depending on the firm’s offerings.Investment Product Knowledge: Expertise in the specific products being sold (e.G., structured products, ETFs, mutual funds) and how they can be applied in different market environments.Analytical Skills:Understanding of Financial Research: Ability to interpret financial research, market trends, and economic data to make informed recommendations to clients.Risk Management Awareness: Awareness of market, credit, and liquidity risks associated with different investment products and the ability to communicate these to clients. Communication Skills:Clear Communication: Excellent written and verbal communication skills, with the ability to explain complex investment products and strategies to clients clearly and persuasively.Client Presentations: Confidence in delivering presentations to clients, including senior decision-makers at major institutional investors.

Leadership and Strategic Thinking:Team Leadership: Experience leading sales teams and setting direction for client acquisition and revenue growth strategies.Strategic Planning: Ability to develop and execute long-term sales strategies that align with the firm’s broader goals. Qualifications:Educational Background: A bachelor's degree in finance, economics, business, or a related field is typically required. An MBA or other advanced degree may be preferred.Proven experience in investment banking, venture capital, corporate finance, or related financial services roles. Excellent communication and interpersonal skills.Experience 4 to 5 yrs. Required candidate preferably from Venture capital or wealth management.

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