Senior Investment Manager

1 week ago


Gandhinagar, Gujarat, India Riverforest Connections Private Limited Full time

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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