Fund Mobilization Executive at Peridot Forte Solutions Consulting

Job Summary

• We are seeking a proactive and results-driven Fund Mobilization Executive to drive deposit mobilization, build strong client relationships, and support the organization's growth by attracting and retaining individual and corporate investors.
• The Fund Mobilization Executive will be responsible for sourcing and managing investment funds from individuals, corporate organizations, and institutional clients.
• The role involves identifying new business opportunities, building long-term client relationships, promoting the company's investment products, and achieving fund mobilization targets.

Responsibilities

• Drive fund mobilization by acquiring individual, corporate, and institutional investors.
• Identify and develop new business opportunities to increase the company's investment portfolio.
• Build and maintain strong relationships with existing and prospective clients.
• Promote the company's investment and financial products to potential investors.
• Conduct client presentations, meetings, and follow-ups to drive conversions.
• Achieve monthly and quarterly fund mobilization targets.
• Maintain accurate records of client interactions and investment activities using CRM tools.
• Collaborate with internal teams to ensure seamless onboarding and excellent client experience.
• Monitor market trends and competitor activities to identify new opportunities.
• Ensure compliance with regulatory requirements and company policies throughout the investment process.

Requirements

• First Degree in Finance, Business Administration, Economics, Marketing, or a related field.
• 2–4 years' experience in fund mobilization, investment sales, relationship management, business development, or a similar role within the financial services or fintech industry.
• Proven track record of achieving sales or fund mobilization targets.
• Strong knowledge of investment products, financial markets, and wealth management services.
• Excellent communication, negotiation, and relationship management skills.
• Proficiency in Microsoft Office Suite and CRM applications.
• Strong networking, presentation, and business development skills.
• Ability to work independently and thrive in a target-driven environment.