Manager - Investment Sales (1-3 yrs)
We are looking for a result-driven Investment Associate responsible from generating leads to closing sales.
Responsibilities :
- Generation of leads through telephonic outreach from the assigned base of clients across market segments geographies
- Run marketing campaigns for lead generation through social media, webinars and chat platforms
- Suggest investment opportunities for clients, based on their investment objectives
- Relationship development with the assigned client base through regular interactions
- Liaise with the Investment Management team with updates on the clients contacted
- Managing workload in order to organize and prioritize daily and weekly goals
- Maintain clear records on CRM with reporting of call activity
- Drive process improvements to reduce complaints and increase customer delight
Skillset :
- 1-3 years of experience working with a financial service / real estate firm
- Proficient in Excel & PPT
- Strong mathematical/financial background
- Immaculate soft-skills
- Strong Analytical / Narrative Writing skills
- People Skills
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
