Investor Development Representative
New
F
Fidelman & CompanyInvestment Banking
CanadaFull-Time
Salary not disclosed
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Job Details
- Required Skills
- MS OfficeLead GenerationCRM
Requirements
- Experience in investment banking or sales
- Excellent verbal and written communication skills
- Ability to work independently or collaboratively
- Proficiency with MS Office applications and CRM's
- Bachelors Degree
- Located in North America
Responsibilities
- Initiate contact and engage with qualified investors through email, and phone calls
- Utilize direct sales techniques to effectively communicate client's capital raise
- Coordinate meetings between investors and client stakeholders
- Track interactions, follow-up, and report on outcomes
- Identify and develop relationships with new investors to promote our clients’ investment opportunities
- Maintain an up-to-date database of investor contacts
- Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
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