Post Job Free

Resume

Sign in

Customer Service Investor Relations

Location:
San Jose, CA
Salary:
$30
Posted:
June 30, 2023

Contact this candidate

Resume:

Alejandro Chavez Fernandez

San Jose, CA 408-***-**** adx0ko@r.postjobfree.com

Summary

Hungry for growth with a background on sales and customer service in the Hospitality field. Surpassing sales is the motivation to exceed business while building a network of loyal satisfied clients.

Action Involvement

Investor Relations I Urban Catalyst I April 2022 – Present

Work collaboratively with other Investor Relations team-members by sharing relevant tasks and responsibilities Organize, manage, and appropriately respond to all inbound investor inquiries.

Research and maintain profiles on existing investors and potential leads through the Fund's CRM platform Work closely with the fund administrator to ensure investor documentation is complete.

Manage relationships with new and existing investors, partners, and vendors through consistent, effective outreach efforts.

Contribute to periodic investor relations updates for internal and/or external circulation as needed Coordinate investor calls and meetings.

Contributed to sales quota by raising 3.5 Million Dollars.

Marketing

Assist fund manager, legal counsel, and placement agents in the preparation of offering and marketing materials.

Enhance corporate visibility of the Fund by supporting the marketing team at roadshows, conferences, investor meetings, analyst days and other corporate events

Legal, Compliance, and Finance

Work closely with legal, accounting, and compliance service providers to distribute ongoing investor communications.

Sales Consultant Enterprise Car Sales August 2022 – April 2022

·Average record of 12 cars sold per month.

·Booking appointments / actively making 100 -150 inbound calls

·18% closing/sold average.

·Market lead generators: such as rental branches and credit unions to gain more solid business.

·Educate customers on Enterprise Car Sales Program, present our inventory, trial close, sale our products and fully close all customers with wonderful customer service experience.

Education

BACHELOR IN HOSPITALITY & TOURISM MANAGEMENT CAL STATE EAST BAY UNIVERSITY SEPT. 2015 - MAY 2019

Relevant Coursework: Revenue Management, Meetings, Conventions and Special Events, Lodging Management



Contact this candidate