- Identify and engage High-Net-Worth Individuals (HNWIs), families etc.
- Generate recent investment leads through networking, referrals, and events.
- Present the firm's investment opportunities professionally and confidently.
- Build and maintain long-term relationships with prospective investors.
- Conduct meetings, presentations, and investment discussions with clients.
- Coordinate with internal teams to ensure smooth onboarding of investors..
- Maintain an active sales pipeline and achieve monthly and quarterly investment targets.
- Track investor interactions and maintain accurate CRM records.
Preferred candidate profile :
Proven track record of achieving sales or fundraising targets.
Retired Bank employees are given preference
📌 Business Development Manager (Kerala)
🏢 Jmj finance
📍 Kerala
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