Investor Relations Specialist

3 months ago


Chennai, India Antal India - Global Executive Recruitment Business Full time

Investor Relations – Family Offices


Location - Chennai/ Ahmedabad / Mumbai/ Bangalore / Delhi


Job Description

  • Develop and execute a sales strategy to generate volumes & revenue from family offices
  • Identify and qualify potential clients and establish relationships with key decision-makers
  • Conduct presentations and meetings with potential clients to educate them about the platform and investment products
  • Respond to client inquiries and resolve any issues or concerns they may have
  • Meet or exceed sales targets and goals on a consistent basis
  • Work closely with the marketing team to develop marketing materials and campaigns targeted at family offices and affluent individuals
  • Keep abreast of industry trends, market conditions, and competitor activities


Must Have

  • Proven track record of sales success, ideally in the financial services industry selling investment products to family offices and affluent individuals
  • Ability to manage partners and relationships
  • In-depth understanding of fixed income products like bonds
  • Strong network of family offices in India
  • Excellent communication and interpersonal skills
  • Strong presentation skills
  • Ability to work independently and as part of a team
  • Self-motivated and driven to succeed
  • Proficiency in Microsoft Office and CRM software


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