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 :

3. Client Communication and Engagement :

4. Investment Strategy Consulting :

5. Revenue Generation and Growth :

6.Monitoring Market Trends :

7. New Business Development :

Required Skills & Qualifications :

Team Handling a member of 4 to 5 employees.

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