Job Description

• Identify and on-board retail, HNI, and institutional investors.
• Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF.
• Engage with investors on regular intervals
• Develop new relationships in an effort to grow business and help company expand
• Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities.
• Investor acquisition and servicing
• Organise seminars/ presentations to educate investors with a view to promote our products
• Develop investor confidence and belief in the company’s vision and strategy for delivering investor value
• Educate investors about investment opportunities like Prachay Bonds, Debt AIF, Debt Portfolio & ICDs.
• Provide insights on market activity and present them to the leadership team
• Support all communications with the investment community regarding the company’s business model, operating results, and business strategy.
• Advise on and support all aspects of investor marketing, including maintaining our investor database
• Assist development and implementation of investor targeting
• Collaborate with institutional investors, family offices, and corporate treasuries for wholesale investments.

Skills and Knowledge

• Proven ability to build and manage HNI and institutional investor relationships.
• The role requires a dynamic person with excellent interpersonal skills who is able to liaise with internal and external stakeholders to find outcomes that work for all.
• Self-starter with the ability to work independently
• Strong analytical skills with the ability to perform quantitative and qualitative analysis, interpret information and financial concepts and apply them to business analysis.
• Advanced writing and communications skills
• Keen intellect, integrity, a sense of urgency and the ability to simultaneously execute on both tactical and strategic projects with the ability to operate in a fast-paced, deadline driven environment
• Should have good understanding about Financial Products.