In this role, you will work closely with the Sales Director and the wider fundraising team to increase inflows into the company and identify new investment opportunities.  Your primary responsibility will be to identify, engage and qualify potential investors – and arrange meetings for the Sales Director.  You will also support existing investor relationships, respond to client inquiries and contribute to marketing outreach initiatives.

Key Responsibilities:

• Research and identify new target investors
• Conduct outreach through cold calling and relationship development
• Qualify potential investors and arrange meetings with the sales Director
• Assist in maintaining and strengthening relationships with existing clients
• Respond to client queries and participate in presentations to potential investors
• Maintain and update the CRM database to ensure accurate and up to date investor information
• Support marketing outreach campaigns to drive brand awareness and investor engagement

Qualifications and skills:

• 1-2 years of sales experience, preferably within financial services
• Self motivated with a proactive approach to business development
• Excellent communication and interpersonal skills
• Bachelor’s degree
• Experience with CRM systems is highly desirable