11 Aug
|
Leaf Round
|
Bengaluru
11 Aug
Leaf Round
Bengaluru
- Explain investment opportunities, particularly debt products and platform features, to prospective and existing clients
- Manage inbound leads, support client onboarding, and ensure smooth KYC and platform setup
- Build and maintain client relationships to drive repeat investments and AUM growth
- Actively follow up on leads, manage a structured sales pipeline, and achieve monthly sales and revenue targets
- Coordinate with internal teams to resolve client queries and improve overall client experience
- Maintain accurate records of interactions and sales activities using CRM or internal tools
📌 Credit Analyst (Bengaluru)
🏢 Leaf Round
📍 Bengaluru