Key Roles & Responsibilities

- Understand and support the Business Development process for a US-based finance/investment business.

- Manage and maintain accurate client, prospect, lead, opportunity, and activity data in Redtail CRM.

- Track the BD team's pipeline, activities, follow-ups, meetings, opportunities, and conversions.

- Prepare and circulate weekly MIS reports and dashboards covering pipeline, activities, target vs. achievement, and team performance.

- Monitor pending follow-ups and identify gaps, inactive leads, and opportunities requiring attention.

- Work closely with the BD team to ensure timely follow-ups, CRM updates, and achievement of business targets.

- Provide management with pipeline analysis, performance insights, and actionable updates.

- Support monthly/quarterly business reviews and prepare ad-hoc reports as required.

- Ensure CRM data accuracy, consistency, and proper adoption of CRM processes.

Required Skills & Experience





- 4-7 years of relevant experience in CRM, Business Development Operations, Sales Operations, or MIS.

- Essential: Experience working with a US-based Finance, Investment, Wealth Management, or Financial Advisory firm.

- Hands-on experience with Redtail CRM is essential.

- Strong understanding of lead management, sales pipeline, client/prospect tracking, and follow-up processes.

- Solid MS Excel/Google Sheets and MIS reporting skills.

- Excellent analytical, coordination, communication, and follow-up skills.

- Ability to work closely with senior BD stakeholders and proactively identify performance gaps.

Preferred

- Experience supporting US Wealth Management / Financial Advisory / Investment Management teams.

- Exposure to other CRM tools such as Salesforce, Zoho, HubSpot, or similar platforms.

📌 CRM & Business Development Executive (Chennai)
🏢 Avestar Advisory
📍 Chennai