Investment Manager at Elevated HR Limited

Job Summary

• We are looking for an experienced and hard-working individual with experience in investment banking and deposit mobilization to join our client Micro-Finance Bank.
• In this role, you will be charge with the core responsibilies of Investment management, deposit mobilization and fostering of excellent relationship between clients and the Bank.

Job Responsibilities

• Drive investment mobilization by sourcing, managing, and closing high-value individual and corporate clients.
• Lead, supervise, and coordinate the investment team to ensure individual and collective targets are achieved.
• Oversee client investment portfolios to ensure accuracy, profitability, and timely execution.
• Support the team in negotiations, deal structuring, and closing of complex investment transactions.
• Train, mentor, and continuously develop team members on investment products, sales strategies, and customer engagement.
• Ensure proper client onboarding, documentation, and adherence to internal investment procedures.
• Manage investment rollovers, maturities, renewals, and liquidation requests in line with agreed terms.
• Build and maintain strong relationships with investors while handling escalations and resolving client concerns.
• Ensure all investment activities comply with company policies, regulatory requirements, and risk controls.
• Prepare, analyze, and submit periodic reports on team performance, inflows, portfolios, and overall investment growth.

Job Requirements

• Bachelor’s Degree in Accounting/Finance, Banking and Economics or in any related field. Master's Degree would be additional advantage.
• 3 – 5 + years in Investment Banking, Deposit mobilization and or Portfolio Management.
• Great Leadership and organizational skills.
• Working knowledge of Microsoft-suites.
• Business and planning skills.
• Market and commercial awareness.
• Demonstrative skills in Communication, negotiation and Presentation.