Strategic Investment Manager

3 days ago


Shimoga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Strategic Investment Manager

We are seeking a seasoned investment professional to join our team and drive growth through strategic partnerships. With a strong track record of identifying and securing high-yield investments, this individual will be responsible for developing and executing strategies that align with the company's vision.

  • Identify and attract new investors from the HNI/Ultra HNI segment by leveraging relationships and industry knowledge.
  • Present investment opportunities to potential clients and address any inquiries or concerns they may have.
  • Develop and manage client portfolios, profiling company structured investment products to meet their needs.
  • Negotiate contracts with clients and manage cash-flow to ensure successful deal execution.
  • Serve as the primary point of contact for clients and foster long-term relationships to drive repeat business.
Key Qualifications
  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • Proven experience in handling HNI/Ultra HNI clients for investment purposes, with a strong understanding of their needs and expectations.


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