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    Senior Dynamics CRM Analyst - London, United Kingdom - Mayar Capital Ltd

    Mayar Capital Ltd
    Mayar Capital Ltd London, United Kingdom

    1 week ago

    Default job background
    Description

    Our Sales and Client Relations Team plays a pivotal role, building and maintaining robust relationships with institutional asset owners, intermediaries, and direct clients.

    As our Sales and Client Relations Analyst, you'll work in close partnership with the Head of Sales and Client Relations.

    Your data-driven insights and reporting will supercharge our marketing and sales initiatives, amplifying distribution efforts and delivering an outstanding client experience every step of the way.

    Sales Support
    Report to and support the Head of Sales and Client Relations
    Prospecting and proactive outreach to potential professional and institutional clients via email, phone, and LinkedIn. and in-person meetings, across private banking/wealth management, fund of funds, pensions sector, IFAs and financial advisory.
    Updating sales pipeline and following up with leads at all point in the marketing funnel.
    Supporting role in advance key distribution project, such as platforming, ETF, initiations with investment consultants.
    Lead role in preparing and project managing the production of RFPs and responding to DDQs.
    Maintain and update external fund databases on a monthly, quarterly, and ad hoc basis.

    Lead and schedule regular catch-up calls with clients, answering and resolving any queries they may have regarding their account, the Fund, or Mayar processes.

    Maintain internal communications records and the customer relationship management system.
    Help prepare investor reports and send them to investors.

    Drafting press releases and on-message by-lined articles on behalf of senior leadership, maintain coverage tracker, media relationships and global media list, keeping alert to potential media opportunities for commentary etc.

    Exploit and enhance CRM functionality for the benefit of the team and clients, including automation.

    Take a leading role in the production, dissemination and update to all marketing materials, social media, website, data room, and other investor communications.

    Manage social media accounts and posts on company website.

    Lead role in the execution of and direction of bespoke, commercial, and brand-aligned visual and written content on owned marketing channels, including blogs, paid/organic social media and email marketing, reporting on performance and optimising for audience preferences.

    Minimum 2 years Financial Services experience in client-facing or Sales & Marketing roles
    Experience in Institutional Sales and RFPs preferred
    Experience working in customer relationship management portals preferred.
    Full Time
    Working 4 days per week from our office in London and 1 day from home

    Salary:
    GBP 40,000 – 50,000 + Bonus
    Life insurance, Critical illness cover, Income protection, Private health insurance, plus other benefits
    #
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