Investment Manager

• Collaborate closely with the marketing team to follow up on potential investor leads.
  
• Respond promptly to inquiries via phone, email, and other communication channels.
  
• Record all interactions with potential investors in our CRM system.
  
• Ensure accurate data entry and timely updates.
  
• Collaborate with the Sales and Marketing team to convert leads into clients.
  
• Provide feedback to the Sales & marketing team for continuous improvement.
  
• Develop a deep understanding of our business model and investment products
  
• Communicate with potential investors via phone calls, emails, and in -person meetings to introduce them to our investment opportunities.
  
• Collaborate with the marketing team to align sales efforts with marketing strategies and campaigns.
  
• Build and maintain a strong relationship with prospective investors by addressing their queries and concerns, and providing relevant information.
  
• Educate investors on the benefits of green investments, highlighting the potential for financial growth while contributing to a sustainable future.
  
• Maintain accurate records of investor interactions and feedback in our CRM system.
  
• Achieve and exceed sales targets by converting leads into investors.
  

Requirements

• Proven experience as a Sales/Business Development role with a track record of meeting or exceeding sales targets.
  
• Excellent ability to build rapport with potential investors.
  
• Familiarity with CRM software and proficiency in MS Office.
  
• Strong presentation skills.
  
• Self -motivated and target -oriented.
  
• Excellent communication and interpersonal skills, with fluency in Hindi, Kannada, and English.
  
• High level of self -motivation and a proactive attitude
  
• Willingness and ability to quickly acquire knowledge