
- Growing the team and working closely with onsite sales teams to generate discussions/ opportunities.
- Owning & managing inside sales process and be responsible for achieving lead generation quotas from assigned territories
- Contributing to revenue targets by developing and standardizing inside sales process
- Maintaining and pursuing a daily target of Outbound Calls, Email and follow-ups
- Maintaining Best Practices of CRM & other Sales tools.
- Meeting quantitative and qualitative sales targets.
- Qualifying the leads through quantifiable metrics and setting up client meetings for further closure.
- Doing appropriate research for client mapping, use cases, database building.
- Running various campaigns and learning and developing innovative strategies post each one
- Understanding consumers: Who are our target consumers, what are their needs
- Building relationships with new prospects and nurturing them to the deal level
- Making Market Research a part of your daily activity to remain up to date about the market, competition, clients etc.
- Using knowledge of the market and competitors, identifying and developing the company’s unique selling propositions and differentiators.
- Researching and developing a thorough understanding of the company’s people and capabilities.
What you need to have:
- Patience and Perseverance is a must. Experience of cold calling, follow-ups is required
- Proficient with corporate pitch and web presentation tools
- Exceptional communication skills including listening, writing, and fluency in speaking
- Ability to take ownership and drive things. Should have great attention to detail
- Should have Networking as well as Prospecting skills.
- Should be highly data driven and have strong analytical skills
- Ability to think and react in a high-energy, fast-paced environment
- Good organizational skills including prioritizing, scheduling, time management, and meeting deadlines
- Should have knowledge of Sales Planning, Identification of Customer Needs and Challenges

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***
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Core
Booking Journal Entries basis bank statements and client.
Preparation of Bank Reconciliation and maintaining the respective financial logs.
Prepare monthly financial reporting package for the Hedge Funds, including the determination of
"Net Asset Value" and prepare the Statement of Asset and Liabilities and Profit and Loss Statement
Ensuring fund income and expenses, including management and performance fees, are accrued for
and are in accordance with relevant accounting standards.
Accurate and timely processing of all capital activities including calls and distributions, transfers,
rollups, capital commitments and calls.
Derive pricing for portfolio investments. Updating status reports.
Cash Management-managing the daily cash flow of trades and monitoring fund cash-flows.
Process incoming and outgoing cash movements related to capital activity.
Reporting-preparing bespoke reports to address client requests.
Independently complete cash, portfolio and capital reconciliations and investigate and resolve any
discrepancies.
Requirements for this role include:
2+ year(s) of accounting experience for financial instruments (equities, fixed income, and derivatives),
operation of capital markets, and life cycle of trades. Good knowledge of Capital Market
Ability to work regularly scheduled shifts.
University degree or equivalent that required 3+ years of formal studies of Finance/Accounting
principles
2+ year(s) of data entry experience that required a focus on quality including attention to detail,
accuracy, and accountability for your work product.
2+ year(s) of experience using MS-Excel that required you to use Formulas, Tables & Formatting,
Conditional Formatting, Charting, Pivot tables & Pivot Reporting.
1+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the
phone with external customers.
Desired qualities:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and
systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality
and accuracy.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in
team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or
possibly help implement a more efficient process or procedure, your skills have a place in our
business.




