• Engage extensively with clients from the Investment eco-space to understand gaps and help sell the custom advisory and solutions.
• Focus on understanding the Startup & emerging companies segment to identify the right early-stage companies for investment
• Responsible for planning, managing, and reviewing the solution according to the requirements of the client
• Build custom solution based on understanding client business problems and identifying process gaps
• Responsible for creating proposal documents and counter RFPs with the right solutions fit for the investment ecosystems
• To progress sales opportunities with the sales team or account management team
• Participate in onsite meetings with customers and prospects to support the sales team
• Ensure quality documentation & information at every step of the sales process
• Perform the role of a trusted advisor during the sales process
• Prepare sales proposals and sales presentations
