We are seeking a persuasive and proactive Investment Relationship Executive to promote and onboard clients into our curated investment plans. The role involves explaining our investment offerings, building client trust, and ensuring timely processing of funds. The candidate will play a crucial part in growing our investor base by acquiring clients who are seeking safe and high-yield opportunities.
Key Responsibilities:
- Reach out to potential clients through calls, messages, social media, and referrals.
- Educate clients on available investment plans and returns with clear examples and projections.
- Build and maintain long-term relationships with investors by offering support, transparency, and follow- ups.
- Handle client onboarding, KYC verification, and investment documentation.
- Coordinate with internal teams to ensure timely monthly payouts to clients.
- Maintain accurate records of client interactions, investments, and renewal follow-ups.
- Meet monthly investment acquisition targets.
Requirements
- Strong sales and business development background
- Excellent communication and relationship-building skills
- Ability to understand and articulate complex financial concepts
- Proficiency in CRM tools and sales software
- Strong analytical and problem-solving skills
Soft Skills
- Good Communication Skills
- Positive Attitude
- Leadership Qualities
- Time Management/ Respecting Corperate Culture