JOB TITLE Investment Manager
REPORTING TO Business Head
PURPOSE OF THIS POSITION
This position will work closely with the Business Head. As an Investment Manager you will act as liaison between customers, channel partners, investors and our financial institution/products and you will help qualified applicants acquire the product in a timely manner.
KRAs:
ï‚· Fund raising (Target based )across schemes launched offerings by the platform
ï‚·Analyzing portfolio reviews and preparing Investment Proposals.
ï‚·Explain products to te potential clients.
ï‚·Creating dashboards for weekly market update and monthly Investment Strategy.
ï‚·Build the existing database, redesigned and proposed new ideas so that more insights can be driven from the ‘Analyzer’ as per customer needs.
ï‚·Drive investment business by effectively pitching for new investment ideas and assist clients in the portfolio construction / review process to achieve their financial objectives as per their suitability and risk profile.
ï‚·Evaluating potential investments basis current market conditions
ï‚·Justify decisions (approvals/rejections) and report on them.
ï‚·Assess customer needs, explore all options and introduce different types of products.
ï‚·Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process.
ï‚·Operate in compliance with laws and regulations and adhere to lending compliance guidelines.
DESIRED SKILLS:
ï‚·Good presentation skills
ï‚·Strong business acumen
ï‚·Problem solving & critical thinking
ï‚·Analytical
ï‚·Collaborative mind-set
ï‚·Strong negotiation and communication skill
ï‚·MS Office familiarity
1800 1200 360