We are looking for a proactive and results-driven Investment Manager to drive investor engagement and support business growth. The role involves connecting with prospective investors, presenting investment opportunities, and guiding them through the investment process. The ideal candidate will manage investor relationships through calls, emails, and follow-ups, while maintaining a strong sales pipeline and ensuring accurate CRM tracking.
This position requires a strong understanding of investment products, the ability to tailor solutions to investor needs, and a data-driven approach to analyzing market trends and sales performance. The Investment Manager will also play a key role in expanding the investor network by onboarding and managing channel partners, while providing regular insights and reports to support strategic decision-making.
Job Description
We are seeking a dynamic and motivated Investment Manager to join our team. As a Investment Manager, you will be responsible for engaging with prospective investors, explaining our business model, and aiding them to invest in our investment opportunities. You will play a crucial role in iterating with our potential investor base and promoting multiple investment options. Your primary focus will be on handling calls, emails, and other interactions with potential investor leads from the marketing team regarding our investment opportunities.
Responsibilities
- Initiate outbound calls to engage potential clients, introduce investment opportunities, understand investor needs, and build strong relationships through continuous follow-ups
- Manage and prioritize the sales pipeline, ensure timely follow-ups, and maintain accurate records of client interactions, lead progress, and outcomes in the CRM system
- Develop in-depth knowledge of the company’s investment products and effectively communicate their features, benefits, and value propositions by tailoring discussions to investor requirements
- Analyze sales performance, market trends, and investor behaviour to identify opportunities, potential target segments, and areas for improvement while providing insights based on market and competitor analysis
- Prepare regular reports and presentations summarizing sales activities, performance outcomes, and market insights for management review
- Identify, onboard, and maintain relationships with channel partners to expand investor networks and support business growth