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.