Funds Mobilization Executive at A Financial Technology Company

A Financial Technology Company focused on Consumer Finance and Investments is looking to hire a Funds Mobilization.
Role Summary
The role reports to the Investment Manager/Chief Financial Officer and is responsible for acquiring and maintaining high-value business relationships across focus market segments of institutional, High Net-worth Individuals (HNIs), and mass-affluent segments through the provision of superior investment advice to clientele, optimal structuring of their portfolio to meet both their short to long-term objectives, with the aim of driving investment strategy in order to increase market share.

Requirements

• First degree in any discipline
• 5-8 years of professional experience
• Previous experience selling financial products and services

Role Responsibilities

• Develop and manage potential and existing relationships with clients by providing excellent financial products and services that add value to clients while minimizing costs and risks to the firm
• Responsible for supporting the implementation of strategic initiatives that sustain/improve the organization’s competitive advantage within its operating environment.
• Represent the views of investors to the management team in the development of corporate strategy.
• Regular communication with Business Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time
• Aggressive identification, prioritizing, and management of relationships with strategic partners that have sufficient reach to provide business development results for the business
• Monitor developments in the macro-economic environment with a view to taking advantage of the emerging opportunities and minimizing the potential threats to our business.