Job Description & Responsibilities
1. Work with our Lead - Growth & Alliances in handling inbound interest
received by us.
2. Conduct online calls and demos with potential customers and close them as
3. Work with our Founder on strategic alliances - potentially travelling to
various financial centres globally.
4. Manage on-going relationships with customers.
5. Build pitchbooks, financial models and other due diligence material for
6. Advise our existing clients on the documents.
7. Monitor closely financial press and keep a track of market trends,
opportunities, risks and new investment products.
8. Compile advisory reports and make informed recommendations on new
investment opportunities and funds that could enhance or diversify
9. Develop complex financial models.