Description

Duties & Responsibilities

Managing Client Intelligence

• Structure and complete the information on existing clients in the CRM (by location, interest in particular products)

• Regularly read newsfeeds of client magazines/general news and use the info for generating new opportunities or updating existing relationships

• Generate new contact opportunities from the CRM

• Generate new contact opportunities from LinkedIn

• Manage newsletter registrations for clients

• Manage LinkedIn relationships and posts

Sales and Roadshow Support

• Generate target lists in each area

• Find locations for teach-ins

• Call clients to ask for participation

• Develop an itenary itinerary

• Help prepare meetings with materials

• Assist with travel booking

• Follow-up on roadshow with materials

• Alternatively book online webcalls

• Respond to retail investor inquiries