- Research target companies, financial institutions, family offices, and decision-makers.
- Research DIFC-registered companies, including their business activities, structure, and relevance.
- Build and maintain accurate prospect and account lists.
- Identify founders, managing directors, investment professionals, finance leaders, and other senior decision-makers.
- Conduct outbound prospecting through cold calling, email, and LinkedIn.
- Personalize outreach using account research and prospect business profiles.
- Qualify prospects against agreed target criteria and book qualified meetings.
- Maintain prospecting data in Google Sheets and the company CRM.
- Track outreach, responses, follow-ups, and meeting outcomes.
- Collaborate with the team to improve targeting, messaging, and lead quality.
Google SheetsCRM