Cluster Investor Manager

Job Description - Location: Bhubaneswar - Opening: 1 - Job Type: Full-time - Posted Date: 2024-12-06 Job Description About Surya International Enterprise Private Limited: Surya International Enterprise Private Limited is a dynamic and diversified organization with expertise across multiple sectors, including EPC, renewable energy, manufacturing, and fintech. Driven by innovation and excellence, the company is committed to delivering sustainable growth and high-quality solutions to its clients. With a focus on customer satisfaction, operational efficiency, and environmental responsibility, Surya International has built a reputation for reliability, integrity, and excellence. Its robust infrastructure, skilled workforce, and dedication to research and development keep it ahead of the competition. As a leader in its industries, Surya International is making significant contributions to India's industrial and economic growth. Through its subsidiaries, such as MoneyMela P2P Fintech Private Limited, the company continues to expand its global footprint and deliver impactful, future-ready solutions. About MoneyMela P2P Fintech Private Limited MoneyMela P2P Fintech Private Limited, a subsidiary of Surya International, is a pioneering platform in the peer-to-peer lending and investment space. By connecting credible borrowers with investors, MoneyMela ensures secure and high-return investment opportunities. With its cutting-edge technology, transparent processes, and user-friendly platform, MoneyMela is revolutionizing the financial ecosystem. Dedicated to fostering financial inclusion, the company empowers individuals and businesses to achieve their financial goals. MoneyMela is committed to creating a seamless, rewarding, and inclusive financial experience for all stakeholders, becoming a trusted partner in the journey to financial growth. Role Overview The Cluster Investor Manager will be responsible for managing all investment activities within a specific zone, ensuring investor satisfaction, meeting investment targets, and growing the company's investment portfolio. This role demands exceptional relationship management, financial acumen, and the ability to thrive in a fast-paced environment. Key Responsibilities - Investor Management: - Onboard and manage relationships with potential and existing investors within the assigned zone. - Provide personalized investment advice to investors, ensuring high satisfaction and retention. - Address and resolve investor queries promptly and effectively. - Portfolio Management: - Oversee the investment portfolios for clients, ensuring optimal returns. - Track and analyze portfolio performance and provide regular updates to investors. - Identify opportunities for portfolio diversification and growth. - Business Development: - Drive new investments by achieving monthly, quarterly, and annual targets. - Collaborate with the sales and marketing teams to attract new investors. - Develop strategies to expand the investor base in the assigned zone. - Market Insights: - Conduct market research to stay updated on financial trends, risks, and opportunities. - Provide actionable insights and recommendations to improve overall investment performance. - Compliance and Reporting: - Ensure all investment activities adhere to regulatory and company policies. - Maintain accurate records of investor interactions and transactions. - Generate detailed reports on investment performance for internal and external stakeholders. Key Requirements - Education: Bachelor's degree in Finance, Business Administration, or a related field. An MBA is preferred. - Experience: Minimum 3 years in investment management, wealth management, or related fields. - Skills: - In-depth understanding of financial markets and investment products. - Strong communication, negotiation, and relationship-building skills. - Proficiency in CRM tools and financial software. - Analytical mindset with strong problem-solving abilities. Attributes - Results-driven and goal-oriented. - High attention to detail and organizational skills. - Ability to build trust and rapport with stakeholders. - Adaptable to dynamic and fast-paced work environments. What We Offer - Competitive salary and performance-based incentives. - Opportunities for professional growth within a leading fintech subsidiary. - A collaborative and innovative work environment.