Key Responsibilities:
- Manage and update investor leads and customer information in the CRM.
- Follow up with potential and existing investors through calls, WhatsApp, and email.
- Track leads, follow-ups, conversions, and investment status.
- Maintain accurate investor records and prepare regular CRM reports.
- Coordinate with the investment and sales teams for lead conversion.
- Build strong and professional relationships with investors.
- Ensure timely follow-up on enquiries and investment opportunities.
- Handle investor queries and coordinate with the concerned team for resolution.
- Achieve assigned follow-up and conversion targets.
Requirements:
- 13 years of experience in CRM, telecalling, customer relationship management, sales,
or investment-related roles.
- Excellent communication and interpersonal skills.
- Good knowledge of MS Excel and CRM software.
- Solid follow-up and negotiation skills.
- Target-oriented and self-motivated.
- Ability to handle multiple leads and maintain accurate records.
- Prior experience in investment/financial services will be an advantage.
What We Offer:
- Competitive salary
- Performance-based incentives
- Growth opportunities
- Professional and supportive work environment