Investment and Funds Mobilization Manager at BorderlessHR

Description

• On behalf of our client, we are seeking a results-driven Investment Funds and Mobilisation Manager to join our team.
• The ideal candidate will be responsible for sourcing funds from individuals and corporate clients, promoting  investment products, and building strong investor relationships.
• You will play a key role in driving liquidity by mobilizing funds and supporting a financial institution that provides solutions such as working capital, contract finance, lease finance, invoice discounting, personal loans, bridge finance, import duty finance, and loan syndication.

Key Responsibilities
Funds Mobilization & Business Development:

• Mobilize funds from individual and corporate clients to meet liquidity needs
• Identify and develop new markets and funding sources
• Drive continuous growth of the client base and investment portfolio
• Execute cold calling, warm calling, and client acquisition strategies.

Client Relationship Management:

• Build and maintain strong relationships with investors
• Manage client portfolios to ensure retention and repeat investments
• Provide tailored investment solutions aligned with client needs.

Investment & Portfolio Support:

• Recommend profitable investment opportunities for excess liquidity
• Ensure diversification of funding sources to reduce risk
• Monitor market trends and provide insights for investment decisions

Reporting & Stakeholder Engagement:

• Communicate effectively with internal stakeholders and management
• Provide regular updates on fund mobilization performance
• Prepare reports and presentations for decision-making.

Requirements
Education:

• Bachelor’s Degree in any discipline
• Master’s degree or professional certification is an added advantage.

Experience:

• 3 – 7 years of must have experience in treasury or Investment
• Proven track record in fund mobilization, client acquisition, and treasury product sales
• Experience with cold calling, business development, and client retention.

Key Skills & Competencies:

• Strong understanding of financial products and treasury instruments
• Knowledge of fund mobilization strategies
• Investment analysis and portfolio diversification skills
• Strong sales and business development ability
• Excellent communication and negotiation skills
• Relationship management and stakeholder engagement
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Results-driven with strong target achievement orientation.

Ideal Candidate Profile:

• Commercially focused and target-driven
• Confident, persuasive, and client-facing
• Strong networking and investor access capability
• Resilient and comfortable with business development pressure
• Professional, credible, and trustworthy
• Self-motivated with strong ownership and accountability.