Talent.com
Team Lead - Investment Operations
Team Lead - Investment OperationsCreddinv • Bengaluru, Republic Of India, IN
Team Lead - Investment Operations

Team Lead - Investment Operations

Creddinv • Bengaluru, Republic Of India, IN
1 day ago
Job description

Job Title : Team Lead – Investment Operations

Location : Bengaluru

Experience : 5 to 7 years

Industry : Venture Capital

Job Summary :

We are seeking a dynamic and results-driven Team Lead – Investment Operations to join our growing team. The ideal candidate will have 5 to 7 years of experience in Venture Capital Industry, with a strong background in, client relationship management, and team leadership. The role involves leading a team of driving revenue growth, and ensuring excellent client experience.

Key Responsibilities :

1. Client Relationship Management :

  • Building and Maintaining Client Relationships : Managing and expanding relationships with clients.
  • Understanding Client Needs : Gaining deep insights into the investment objectives, strategies, and constraints of clients to tailor products and services that meet their needs.
  • Providing Market Insights : Acting as a trusted advisor to clients by providing market insights, investment ideas, and product recommendations based on their risk profiles and investment goals.

2. Investment Product Sales :

  • Selling Investment Products : Leading the sale of a range of financial products, including startup investments, structured products, or alternative investments.
  • Pitching Investment Ideas : Presenting new investment ideas, market themes, and opportunities to clients, often backed by the firm’s research teams.
  • 3. Client Communication and Engagement :

  • Organizing Client Meetings : Arranging regular meetings, conference calls, and presentations with clients to discuss portfolio updates, market developments, and new investment opportunities.
  • Product Roadshows : Leading or participating in product roadshows, where the firm presents investment opportunities to multiple clients across different regions or sectors.
  • Investment Conferences : Attending industry conferences and events to network with clients, understand new trends, and promote the firm’s products.
  • 4. Investment Strategy Consulting :

  • Advising on Portfolio Construction : Advising clients on asset allocation, portfolio construction, and risk management strategies based on their objectives and the current market environment.
  • Identifying Opportunities : Proactively identifying opportunities in different asset classes, sectors, or regions and guiding clients on how to incorporate these opportunities into their portfolios.
  • 5. Revenue Generation and Growth :

  • Driving Sales Revenue : Setting and achieving revenue targets for selling the firm’s investment products. The lead investments sales professional is often evaluated based on their contribution to the firm’s bottom line.
  • Client Retention and Growth : Ensuring long-term client satisfaction and retention by providing ongoing value and fostering a strong, trust-based relationship. This includes identifying opportunities to deepen client relationships and increase assets under management.
  • 6.Monitoring Market Trends :

  • Staying Informed : Keeping up with global and regional market trends, macroeconomic developments, and new investment products to better advise clients and position the firm’s offerings.
  • Anticipating Client Needs : Understanding shifts in market conditions, regulations, or client objectives and proactively offering solutions or adjusting strategies to meet those needs.
  • 7. New Business Development :

  • Sourcing New Clients : Identifying and targeting new institutional clients or expanding the firm’s footprint in specific sectors or geographies. This includes networking, attending industry events, and leveraging personal and professional contacts.
  • Onboarding New Clients : Managing the onboarding process for new clients, including establishing new accounts, setting up reporting processes, and ensuring compliance with regulations.
  • Required Skills & Qualifications :

  • 5 to 7 years of experience in Investment Operations within the Venture Capital and Private Equity Industry.
  • Team Handling a member of 4 to 5 employees.
  • Strong knowledge of Micro VCs, Category I AIF (Alternative Investment Funds), investment products, and financial planning.
  • Strong knowledge of investment products, financial planning, and portfolio management.
  • Proven ability to lead and motivate a sales team, drive revenue, and achieve targets.
  • Excellent communication, negotiation, and client relationship management skills.
  • Ability to thrive in a fast-paced, target-driven environment.
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Benefits :

  • Competitive salary.
  • Health insurance and wellness programs.
  • Opportunities for professional development.
  • Dynamic and inclusive work culture.
  • Join our dynamic team at Creddinv Technologies as Team Lead – Investment Operations and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in

    Create a job alert for this search

    Team Lead • Bengaluru, Republic Of India, IN

    Related jobs
    Strategy & Business Operations Lead

    Strategy & Business Operations Lead

    Navi • Bengaluru, Republic Of India, IN
    Navi operates across Lending, Health Insurance, Mutual Funds, Gold, and UPI.This role is within the Strategy & Business Operations (SBO) function, which supports all business lines and serves as th...Show more
    Last updated: 20 days ago • Promoted
    Investment Operations Lead

    Investment Operations Lead

    Creddinv • Bengaluru, Republic Of India, IN
    Team Lead – Investment Operations.We are seeking a dynamic and results-driven.Team Lead – Investment Operations.The ideal candidate will have 5 to 7 years of experience in Venture Capital Industry,...Show more
    Last updated: 2 days ago • Promoted
    Operations Team Lead

    Operations Team Lead

    Moder • Bengaluru, Republic Of India, IN
    Moder formerly known as Archwell Operations is a part of Archwell Holdings founded in 2017.We are a tech forward outsourcing company specialising in supporting the US Mortgage, Insurance, and Banki...Show more
    Last updated: 13 days ago • Promoted
    Team Lead

    Team Lead

    Firstsource • Bengaluru, Karnataka, India
    Firstsource Solutions is a leading provider of customized Business Process Management (BPM) services.Firstsource specializes in helping customers stay ahead of the curve through transformational so...Show more
    Last updated: 30+ days ago • Promoted
    Team Lead

    Team Lead

    ALTISOURCE BUSINESS SOLUTIONS PRIVATE LIMITED • Bangalore, IN
    Willing to work in night shift.Lead the property inspection operations in a multi-client environment ensuring adherence to service level agreements and quality standards. Track team perfoJob Descrip...Show more
    Last updated: 16 days ago • Promoted
    Team Lead, Mortgage Servicing

    Team Lead, Mortgage Servicing

    Moder • Bengaluru, Republic Of India, IN
    Moder formerly known as Archwell Operations is a part of Archwell Holdings founded in 2017.We are a tech forward outsourcing company specialising in supporting the US Mortgage, Insurance, and Banki...Show more
    Last updated: 13 days ago • Promoted
    Telecom Expense Management Team Lead

    Telecom Expense Management Team Lead

    Infosys BPM • Bengaluru, Republic Of India, IN
    Designation : Team Lead / Process Lead.Shifts : Flexible to work with Rotational Shifts as per the US / UK and Australia time zones. Work location : Bengaluru (Work from Office).Mobility TEMS JL4B Techni...Show more
    Last updated: 30+ days ago • Promoted
    Cybersecurity Operations Lead

    Cybersecurity Operations Lead

    ColorTokens Inc. • Bengaluru, Republic Of India, IN
    At ColorTokens, we empower businesses to stay operational and resilient in an increasingly complex cybersecurity landscape. Breaches happen—but with our cutting-edge ColorTokens Xshield™ platform, c...Show more
    Last updated: 1 day ago • Promoted
    Hiring for Team Lead / Process Lead (Telecom Expenses Management)- Bangalore

    Hiring for Team Lead / Process Lead (Telecom Expenses Management)- Bangalore

    Infosys BPM • Bengaluru, Karnataka, India
    Designation : Team Lead / Process Lead.Shifts : Flexible to work with Rotational Shifts as per the US / UK and Australia time zones. Work location : Bengaluru (Work from Office).Mobility TEMS JL4B Techni...Show more
    Last updated: 30+ days ago • Promoted
    Operations Team Lead

    Operations Team Lead

    SmartQ • Bengaluru, Republic Of India, IN
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show more
    Last updated: 30+ days ago • Promoted
    Client Investment Strategy Lead

    Client Investment Strategy Lead

    Creddinv • Bengaluru, Republic Of India, IN
    Team Lead – Investment Operations.We are seeking a dynamic and results-driven.Team Lead – Investment Operations.The ideal candidate will have 5 to 7 years of experience in Venture Capital Industry,...Show more
    Last updated: 2 days ago • Promoted
    Finance Team Lead

    Finance Team Lead

    HireGenie | Finance Recruitment Expert • Bengaluru, Republic Of India, IN
    Finance Manager - A listed Gaming company- Bengaluru.A leading mobile Gaming Entertainment company is keen to hire a qualified CA / CMA with 5+ years of experience, they will look into financial op...Show more
    Last updated: 30+ days ago • Promoted
    Team Lead – Investment Operations

    Team Lead – Investment Operations

    Creddinv • Bengaluru, Karnataka, India
    Team Lead – Investment Operations.We are seeking a dynamic and results-driven.Team Lead – Investment Operations.The ideal candidate will have 5 to 7 years of experience in Venture Capital Industry,...Show more
    Last updated: 2 days ago • Promoted
    Operation Team Lead_Manager

    Operation Team Lead_Manager

    Moder • Bengaluru, Karnataka, India
    Moder formerly known as Archwell Operations is a part of Archwell Holdings founded in 2017.We are a tech forward outsourcing company specialising in supporting the US Mortgage, Insurance, and Banki...Show more
    Last updated: 13 days ago • Promoted
    Fund Accounting Lead Analyst / Team Manager

    Fund Accounting Lead Analyst / Team Manager

    The HIRD • Bengaluru, Karnataka, India
    The candidate will need to review the daily tasks of team members as outlined below : .Daily journal entries for their respective entities. Review the monthly / quarterly work papers.Review quarterly Ca...Show more
    Last updated: 2 days ago • Promoted
    Asset Operations Lead

    Asset Operations Lead

    Dezerv • Bengaluru, Karnataka, India
    Dezerv is a house of investing solutions for high-net-worth and affluent Indians.Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth manag...Show more
    Last updated: 10 days ago • Promoted
    Team Lead - Wealth

    Team Lead - Wealth

    Dezerv • Bengaluru, India
    Dezerv is a house of investing solutions for high-net-worth and affluent Indians.Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth manag...Show more
    Last updated: 16 days ago • Promoted
    Team Operations Lead

    Team Operations Lead

    Publicis Global Delivery (PGD) • Bengaluru, Republic Of India, IN
    Maintenance team by ensuring smooth day-to-day operations.The ideal candidate will have strong coordination skills, experience managing team capacity and workload, and the ability to track performa...Show more
    Last updated: 12 days ago • Promoted