Investment Sales Closer Featured

Touchstonejobs; Saddar; On-site; PKR 420,000 - 660,000; Full time

Benefits offered by this job

Medical Insurance

Training Programs

Market Competitive Salary + Lucrative

Transport for Females

Job summary

Touchstonejobs is seeking an Investment Sales Closer in Pakistan to engage with investors via outbound and inbound calls, assess needs, and generate qualified leads. The role emphasizes relationship building, account setup, and timely follow-ups, while hitting sales targets and maintaining CRM records.

The candidate should be sales-oriented with lead qualification experience, strong communication, and the ability to work independently as well as with teams.

Qualifications

• Strong verbal communication and interpersonal skills.
• Proven ability to conduct outbound calls and handle inbound inquiries professionally.
• Sales-oriented mindset with experience in lead qualification and conversion.
• Ability to explain products and services clearly and communicate value propositions.

Responsibilities

• Conduct outbound calls to investors and manage inbound inquiries.
• Introduce company services and products, communicating value propositions clearly.
• Qualify prospects by identifying needs, challenges, and interest levels.
• Build trust to support conversion and long-term relationships.
• Schedule appointments or transfer qualified leads to the sales team.
• Assist new clients with account creation and onboarding processes.
• Support clients with account amendments and issues.
• Follow up on signed documents and pending transactions.
• Maintain accurate, up-to-date CRM records.
• Meet or exceed weekly and monthly targets for calls and leads.
• Uphold professionalism and client service standards.

Skills

Verbal communication

Outbound calls

Lead qualification

Prospecting

CRM proficiency

Account onboarding

Time management

Relationship building

Target-driven

Attention to detail

Education

Some financial background

Tools

CRM systems

Job description

The Investment Sales Closer role is responsible for engaging with investors through outbound and inbound calls to introduce services and products, assess client needs, and generate qualified leads. The position focuses on building strong client relationships, supporting account setup and maintenance, ensuring timely follow-ups, and maintaining accurate records in the CRM system. The role also contributes to achieving sales and performance targets while upholding high standards of professionalism and client service.

Key Responsibilities:

• Conduct outbound calls to investors and manage inbound inquiries effectively.
• Introduce company services and products, clearly communicating their value propositions.
• Qualify prospects by identifying their needs, challenges, and level of interest.
• Build trust and rapport with prospects to support conversion and long-term relationships.
• Schedule appointments or transfer qualified leads to the sales team for follow-up.
• Assist new clients with account creation and onboarding processes.
• Support clients with account amendments and address account-related issues.
• Follow up on signed documentation and pending transactions to ensure timely completion.
• Maintain accurate, complete, and up-to-date records of all interactions in the CRM system.
• Meet or exceed weekly and monthly targets for calls, connections, and qualified leads.
• Uphold high standards of professionalism, integrity, and client service in all interactions.

Requirements:

• Strong verbal communication and interpersonal skills, with the ability to engage and build rapport with investors and clients.
• Proven ability to conduct outbound calls and handle inbound inquiries confidently and professionally.
• Sales-oriented mindset with experience in lead qualification, prospecting, and conversion.
• Ability to clearly explain products and services and communicate value propositions effectively.
• Strong customer service skills with a client-focused approach to problem-solving.
• Proficiency in using CRM systems to maintain accurate and up-to-date client records.
• Excellent follow-up and time-management skills to manage multiple leads, documents, and transactions.
• Ability to identify client needs, address concerns, and guide clients through account-related processes.
• Target-driven mindset with the ability to meet or exceed performance metrics and KPIs.
• High level of professionalism, integrity, and ethical conduct in all client interactions.
• Attention to detail to ensure accuracy in documentation and account updates.
• Ability to work independently as well as collaboratively with sales and support teams.
• Having some financial background.
• Medical Insurance
• Training Programs
• Market Competitive Salary + Lucrative Bonus
• Transport for Females
• Experience: Sales-oriented mindset with experience in lead qualification, prospecting, and conversion. Target-driven mindset with the ability to meet or exceed performance metrics and KPIs.
• Education: Having some financial background.
• Shift: Night