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Investor Relations Specialist

3 months ago

Bengaluru, Karnataka, India Antal India - Global Executive Recruitment Business Full time
Investor Relations – Family Offices

About the Job: Join our team as an Investor Relations professional, where you will have the opportunity to develop and execute a sales strategy focused on generating volumes and revenue from family offices. As part of your role, you will be responsible for identifying and qualifying potential clients, establishing relationships with key decision-makers, conducting presentations, and meetings to educate clients about our platform and investment products. Additionally, you will play a vital role in responding to client inquiries, meeting or exceeding sales targets, and collaborating with the marketing team on campaigns targeting family offices and affluent individuals, all while staying informed on industry trends and competitor activities.



  • Location:
    Chennai / Ahmedabad / Mumbai / Bangalore / Delhi


Responsibilities:

  • 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 consistently
  • Work closely with the marketing team to develop materials and campaigns targeted at family offices and affluent individuals
  • Stay informed of industry trends, market conditions, and competitor activities


Requirements:

  • Proven track record of successful sales in the financial services industry, particularly with investment products for family offices and affluent individuals
  • Ability to manage partners and nurture relationships effectively
  • In-depth understanding of fixed income products such as bonds
  • Strong network within India's family offices
  • Excellent communication, interpersonal, and presentation skills
  • Ability to work independently and collaboratively in a team environment
  • Self-motivated, driven, and goal-oriented
  • Proficiency in Microsoft Office and CRM software