Role & responsibilities

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 solid and skilled 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

Languages- English, Tamil,( Hindi, Malayalam, Telugu Preferred First)

📌 Crm Chennai
🏢 GSY International Trade
📍 Chennai