- Contact assigned leads received from the Marketing team in a timely manner.
- Understand customer requirements and schedule meetings with Investment Managers.
- Coordinate appointment schedules based on Investment Manager availability through the CRM.
- Maintain accurate and timely updates of customer interactions, meeting details, and follow-up remarks in the CRM.
- Follow up with prospects only when they have requested a callback at a specific date and time.
- Ensure effective coordination between the Marketing and Sales teams to facilitate a smooth customer handover.
- Adhere to company policies, CRM processes, and performance standards while delivering a skilled customer experience.
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Paid sick time
- Paid time off
Work Location: In person
📌 Business Associate (India)
🏢 FAAB Invest Advisors Private
📍 India
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