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Investment Manager

Alliance Recruitment Agency·Gurugram

Pay not statedMid levelFull-time
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About the role

Proactively engage with inbound leads daily via phone calls and WhatsApp to build investor confidence.Consultative Selling: Explain the fractional investment model in simple terms, addressing queries regarding ownership, fund safety, returns, and exit strategies.Digital Onboarding: Walk interested investors through the mobile application to successfully complete their transactions in real-time.Pipeline Management: Maintain a disciplined follow-up schedule and ensure 100% accuracy in CRM updates…

What you need

  • CRM
  • Any graduate

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