Identifies and cultivates prospects and/or clients- Initiates and follows up on new business opportunities.
Leads new business meetings and closes sales to institutional investors and consultants.
- Leverages the organization's relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives. Develops and maintains relationships with sub-advisors and consultants.
Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.- Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
Job Type: Full-time
Benefits: Life insurance
* Provident Fund
Schedule:
Education:
Experience:
- total work: 1 year (Preferred)
Work Location: In person
