Posted By
Jessy
HR Manager - Operations & Recruitment at Altinvest Online Platform Pvt. Ltd
Last Active: 19 September 2025
Posted in
Sales & Marketing
Job Code
1609582

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).
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Posted By
Jessy
HR Manager - Operations & Recruitment at Altinvest Online Platform Pvt. Ltd
Last Active: 19 September 2025
Posted in
Sales & Marketing
Job Code
1609582