- Works based on a clear investment targeted plan & strategy. - Receives investor's and leaders’ data from the marketing department through investment campaigns and Ads. Data. - Filters investors' data based on their interests. - Distributes and shares data between investment team members. - Manages data entry to communicate through saving Investors’ No. for sending msg via SMS or WhatsApp for following up with them. - Sends SMS to investors before calling them for introducing the purpose of the call. - Follows up with investors in case of no answer. -Conducts a cold phone call with the customer to present the company’s goals, products, and investment plan. -Conducts meetings with investors. -Presents the company’s idea, the benefit of investing, and legal forms. - Closes deals on spot with investors based on interest. - Follows up with the investor within a week if the deal wasn’t closed yet. - Submits weekly reports to the direct manager regarding clients’ responses and achieving targets. - Coordinates with different departments to collect information and update shareholder presentations. - Informs all potential investors company’s updates. - Implements WhatsApp campaigns. - Represents the company at conferences.