- Make outbound calls to leads sourced via HubSpot and other channels to introduce our investment offerings.
- Qualify leads and follow up to gauge and build investment interest.
- Follow up with investors accurately and mark feedback/remarks in the CRM, maintaining a regular follow-up cadence.
- Schedule qualified prospect calls/meetings for the relevant Investment Manager.
- Follow up on leads that need nurturing before they are handed over for conversion.
- Coordinate closely with Investment Managers to ensure smooth, timely lead handovers.
- Handle CRM documentation accurately and keep records up to date.
- Interact with leads/investors on a regular basis to keep them engaged through the funnel.
- Meet daily and weekly calling volume and qualified-lead targets.