Investment Manager (Bengaluru)

Investment Manager (Bengaluru)

01 Aug
|
Recognized
|
Bengaluru

01 Aug

Recognized

Bengaluru

We are seeking a dynamic and motivated Investment Manager to join our team. As a Investment Manager, you will be responsible for engaging with prospective investors, explaining our business model, and aiding them to invest in our investment opportunities. You will play a crucial role in iterating with our potential investor base and promoting multiple investment options. Your primary focus will be on handling calls, emails, and other interactions with potential investor leads from the marketing team regarding our investment opportunities.





Responsibilities:


- Collaborate closely with the marketing team to follow up on potential investor leads.

- Respond promptly to inquiries via phone, email, and other communication channels.

- Record all interactions with potential investors in our CRM system.

- Ensure accurate data entry and timely updates.

- Collaborate with the Sales and Marketing team to convert leads into clients.

- Provide feedback to the Sales & marketing team for continuous improvement.

- Develop a deep understanding of our business model and investment products

- Communicate with potential investors via phone calls, emails, and in -person meetings to introduce them to our investment opportunities.





- Collaborate with the marketing team to align sales efforts with marketing strategies and campaigns.

- Build and maintain a strong relationship with prospective investors by addressing their queries and concerns, and providing relevant information.

- Educate investors on the advantages of green investments, highlighting the potential for financial growth while contributing to a sustainable future.

- Maintain accurate records of investor interactions and feedback in our CRM system.

- Achieve and exceed sales targets by converting leads into investors.




Requirements
- Proven experience as a Sales/Business Development role with a track record of meeting or exceeding sales targets.

- Excellent ability to build rapport with potential investors.

- Familiarity with CRM software and proficiency in MS Office.

- Strong presentation skills.

- Self -motivated and target -oriented.

- Excellent communication and interpersonal skills, with fluency in Hindi, Kannada, and English.

- High level of self -motivation and a proactive attitude

- Willingness and ability to quickly acquire knowledge




📌 Investment Manager (Bengaluru)
🏢 Recognized
📍 Bengaluru

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