Key Responsibilities
- Client & Sales Management:Prospect for new clients, build relationships, address client inquiries, and provide post-sales support.
- Market Research:Conduct research to identify market trends, new investment opportunities, and competitive landscapes.
- Marketing & Sales Support:Assist in drafting pitch documents, marketing collaterals, and presentations to support sales initiatives.
- Administrative Tasks:Manage contact management systems, maintain client records, and generate performance reports.
- Collaboration:Work closely with senior management, sales teams, and other departments to achieve sales goals.
- Deal Support:Assist in managing the sales process for investment properties or funds, which may include financial analysis and property modeling.
Essential Skills & Qualifications
- Communication:Strong written and verbal communication skills are essential for client interactions and presentations.
- Analytical Skills:The ability to analyze financial data and market information to support sales strategies.
- Organizational Skills:Well-organized, detail-oriented, and proficient in managing multiple tasks simultaneously.
- Technical Proficiency:Proficient in Microsoft Office Suite and other relevant software.
- Financial/Market Knowledge:A strong interest in investment products, capital markets, or real estate principles.