Roles and responsibilities :

• Develop and maintain customer databases, ensuring accuracy and completeness of information.

• Analyze customer data to identify trends, preferences, and opportunities for improvement.

• Collaborate with sales, marketing, and customer service teams to optimize customer engagement strategies.

• Generate reports and insights from CRM data to support decision-making and business growth.

• Stay updated on industry trends and best practices in CRM technology and customer relationship management.

• Build and maintain strong, long-lasting relationships with new and existing clients.

• Act as the primary point of contact for clients, addressing their needs and concerns promptly and effectively.

• Develop and implement effective sales strategies to achieve business goals and targets.

• Prepare and deliver compelling presentations and proposals to prospective clients.

• Negotiate contracts and close deals to meet or exceed sales targets.

• Customer Interaction:

• Handle inbound and outbound customer calls in a professional and courteous manner.

• Respond to customer inquiries, complaints, and issues promptly and efficiently.

• Provide accurate information regarding products, services, and company policies.

• Issue Resolution.

• Identify and assess customers' needs to achieve satisfaction

• Resolve customer complaints and provide appropriate solutions and alternatives within the time limits.

• Follow up to ensure resolution and maintain records of customer interactions.

• Sales and Upselling:

• Promote and upsell products and services during customer interactions when applicable.

• Achieve or exceed sales targets and contribute to the overall profitability of the company.

• Investment Strategy Development:

• Develop and implement stock market investment strategies that align with the fund’s objectives and risk tolerance.

• Conduct thorough market analysis to identify investment opportunities and threats.

• Portfolio Management.

• Manage and oversee a portfolio of equity investments, ensuring optimal asset allocation and diversification.

• Conduct detailed fundamental and technical analysis of stocks to inform investment decisions.

• Stay updated on market trends, economic indicators, and industry developments.

• Identify and mitigate potential risks associated with stock market investments.

• Develop and implement risk management strategies to protect the fund’s assets.

• Client Relations.

• Communicate investment strategies, portfolio performance, and market outlook to clients and stakeholders.

• Prepare and present detailed reports and updates on fund performance.

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