Talent Advisory Partner at Catalyst Solutions
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Account Manager - Sales - Portfolio Management Services (1-4 yrs)
We are looking for someone who will help us manage investors who have invested in our projects. Your role will be to liaise alongside primary investor contacts to help manage the client relationship, follow up on a range of documentation and cross-sell up-sell opportunities as need be. This will involve, but not be limited to :
- Liaising with investors and providing them with regular updates pre and post investment
- Sending new opportunities to investors
- Sending opportunities to prospective investors
- Answering questions to investors (current and prospective) as need be
You must have :
- Basic financial knowledge/ portfolio management experience
- Experience at a wealth manager or a brokerage helping HNIs manage their money
- Strong grasp of English and hindi
- Working knowledge of word, excel, calendar and relevant tools
- Understanding of CRM, weighing deal value
- This role will be remunerated with a base and a performance component.
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