Senior Investment Manager
1 week ago
Job Summary
We are seeking a highly skilled Senior Investment Manager to join our team at Riverforest Connections Private Limited. As a key member of our Alternative Investment team, you will be responsible for identifying and onboarding new customers, acquiring new business, and building strong relationships with our existing clients.
Key Responsibilities
- Identify and onboard new customers who require alternative investment avenues
- Acquire new business by flagging suitable customers on our system
- Regularly interact with customers to build rapport and understand their profiles
- Monitor inward remittances and ensure timely realization
- Make daily sales calls to 15 unique customers
- Handle service requests for NR HNW clients
- Ensure certification of documentation required for opening and maintaining customer accounts
- Follow all NR Desk related processes
- Enhance client CTG levels and ensure customer group profitability
- Provide quality customer service and resolve queries and complaints within the specified TAT
Requirements
- Graduate/Postgraduate with 3 years of experience in Alternative Investment Inward Remittances
- Knowledge of Product Group Holding and experience dealing with NR/NRI/Wealth Clients
- Good knowledge of Treasury & Forex Products
- Strong sales and relationship-building skills
What We Offer
At Riverforest Connections Private Limited, we offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.
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