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ALTInvest - Vice President - Sales - Investment Advisory & Investor Relations - IIM

ALTInvest - Vice President - Sales - Investment Advisory & Investor Relations - IIM

Altinvest Online Platform Pvt. LtdBangalore, India
9 days ago
Job description

We are looking for a highly experienced and motivated individual to lead the sales / advisory of Alt's financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products.

Key Roles & Responsibilities :

  • Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternative assets.
  • Pitch investment products and services to the platform's Clients and users within strict sales targets and timelines with a view to drive revenue growth for the firm.
  • Build, maintain, nurture and manage relationships with existing Clients, ensuring transparent and timely communication through the investor relations and customer success teams.
  • Address investor queries, feedback, and concerns in a professional and timely manner.
  • Work with the marketing team in developing and implementing the firm's go-to-market strategy.
  • Work closely with the Operations team in onboarding new and existing Clients on the platform including Risk Profiling, KYC, PMLA and other regulatory requirements.
  • Work closely with the Investments team in curating new financial products for the platform.
  • Work with the Compliance team to ensure strict compliance with SEBI IA, PMS, AIF, OBPP and other pertinent regulations while advising Clients.
  • Coordinate and lead the firm's in investor-facing events including investor meetings, roadshows, webinars, and events.
  • Hire, manage, grow and nurture talent.

Criteria :

  • Atleast 8 years of sales experience preferably in financial products.
  • Demonstrated success in converting hot and cold leads with an ability to work under strict timelines and sales targets while avoiding any form of mis selling.
  • Strong customer-centric approach with excellent communication and interpersonal skills, ensuring effective client engagement and relationship management.
  • A high level of integrity while working with internal and external stakeholders and Clients.
  • Proven ability to manage a team of motivated individuals and to work both independently and collaboratively within dynamic team environments.
  • Existing experience in wealth management, mutual funds, investor relations, equity research, financial analysis is an advantage..
  • Strong understanding of capital markets, investor expectations, and financial reporting standards is essential.
  • Strong academic track record throughout school and college.
  • Qualification : Post graduate degree from a premier Tier I institution (MBAs preferred).
  • ref : iimjobs.com)

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