- Conduct detailed account research to identify relevant companies, financial institutions, family offices, and decision-makers.
- Research DIFC-registered companies and understand their business activities, structure, and relevance to the target market.
- Build and maintain accurate prospect and account lists.
- Identify key stakeholders, including founders, managing directors, investment professionals, finance leaders, and other senior decision-makers.
- Execute outbound prospecting through cold calling, email, and LinkedIn.
- Personalize outreach based on account research and the prospect’s business profile.
- Qualify prospects based on the agreed target criteria.
- Book qualified meetings for the sales or advisory team.
- Maintain clean and accurate prospecting data in Google Sheets and the company’s CRM.
- Track outreach activity, responses, follow-ups, and meeting outcomes.
Lead GenerationCRMGoogle Sheets