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Investor Relations Specialist
3 months ago
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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