Team Lead - Investment Operations

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