Investment Manager - B2C Sales - BFSI

Role : Investment Manager_B2C.

Experience : 4+ years- experience in selling Financial Products to B2C Customers. Candidates should have experience working in the financial industry and or real estate industry - this role will report to team leads

Location : Bangalore; 5 Days Working. (May have to work on Saturdays during Assets Listings)

Requirements :

- 4+ years- experience in selling Financial Products

- Broad based knowledge and understanding of finance and/or real estate is preferred

- Minimum 2 years of direct experience in inside sales. Private wealth experience is a plus

- Excellent communication skills, both oral and written

- Experience engaging with clients via phone/remotely

- Ability to address and alleviate client concerns

- Strong listening skills

- Attention to detail, with a reliable, consistent and positive approach to work

- Capability to multitask in a fast-paced environment and be very self-motivated

- A team-oriented attitude

- Experience with CRM software is preferred.

- A friendly and open personality

Responsibilities :

- Effectively manage all new leads generated for you by developing a strategy to efficiently reach out and follow up whilst adhering to the company SOPs

- Establish, maintain and enhance relationships with potential and existing investors

- Conduct in-person meetings, phone, video calls with investors

- Understand all concepts pertaining to Commercial Real Estate and be aware of other real estate practices

- Maintain all client data in an organised manner by using the CRM software extensively

- Communicate professionally and responsibly, keeping with the company ethos

- Familiarise yourself with the processes of other departments to ensure seamless investor query resolution

- Deliver efficient and responsive resolution to various customer inquiries via email and phone which may include providing product and service level guidance

- Assist with the creation of fundraising materials

- Be driven to promote Strata as openly as possible and contribute to innovative ideas to help you reach out more efficiently

- Be open to host and travel to events/meetings as per investor requirements