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Job Views:  
560
Applications:  149
Recruiter Actions:  146

Job Code

1609582

ALTInvest - VP - Enterprise Sales

Posted 1 month ago

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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Job Views:  
560
Applications:  149
Recruiter Actions:  146

Job Code

1609582

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