Company Description PerpeX Insights is a mission-driven startup focused on empowering graduates and transforming communities through business development solutions. The organization bridges the gap between campus and corporate by providing high-quality training in business development, sales, and marketing, aligned with NEP 2020 and the UGC's Professor of Practice system. PerpeX Insights offers graduates real-world opportunities to apply their learning with leading organizations, supported by a network of mentors, peers, and partners. For businesses, it delivers tailored training in sales funnels, lead management, and CRM, while connecting them with prepared young talent. The company values adaptability, critical thinking, collaboration, and innovation, inviting students, businesses, and partners to co-create a brighter future.

Role objective

* Present and position investment opportunities to prospective customers, aligning solutions with their financial objectives





* Meet prospective investors through scheduled visits and calls to understand their financial goals and initiate the investment process

* Build and maintain strong, trust-based relationships with potential and existing customers

* Clearly explain investment plans, application features, and associated benefits to support informed client decision-making

* Manage the investor journey from first conversation to onboarding, ensuring timely and informed decision-making

* Contribute to monthly fundraising goals through consistent pipeline management and client engagement

* Maintain accurate and up-to-date customer records, sales reports, and follow-up activity logs

- * Coordinate with internal teams to ensure a smooth and professional onboarding experience for current investors

📌 investment partnership Advisor (Kozhikode)
🏢 Perpex Insights
📍 Kozhikode