Meeting Booker / Call Center

Team Member in Investor Relations – Kapita Investment Group Do you want to work in the financial industry – for real – while being part of an engaged team right on Avenyn in Gothenburg? At Kapita, you're not just a voice on the phone. You're the first impression, the relationship builder, and an important part of our business flow. We work in an environment where investment expertise meets pace, structure, and high ambitions – and where there are clear opportunities to develop. We offer secure salaries and commissions - our employees' working conditions are important to us! About the role In this role, you are responsible for identifying, contacting, and qualifying new investors and business partners. You are Kapita's first point of contact and drive the flow of business to our Wealth Management and sales teams. The work is phone and digital-based. The pace is high, the goals are clear, and results are tracked daily. We work in a structured, data-driven manner with a strong focus on quality in every conversation. You book and coordinate meetings, ensure that the right investors move forward, and actively contribute to optimizing our approach and conversion rate. Your responsibilities You will: Prospect and identify potential investors and business partners Make initial contact via phone, email, and digital channels Present Kapita and our investment opportunities in a professional and trustworthy manner Book and quality-assure meetings for our Wealth Management and sales teams Build and develop long-term relationships Document and update customer interactions in CRM Analyze results and actively work to improve conversion Optimize scripts, prioritization, and structure to maximize meetings completed and deals closed In short – you are the engine of our pipeline. Who you are You have a genuine interest in finance, investments, and business. You enjoy customer interaction and have no problem taking the first step in a conversation. You are motivated by goals, numbers, and clear requirements – and you enjoy working in a structured way with your pipeline. You take responsibility for your results, but are also a team player who wants to contribute to the team's success. At Kapita, we work closely together – and close to decisions. Profile Experience in customer contact, sales, or meeting booking is a merit Interest in investments and financial products Fluent Swedish and good English, spoken and written Good experience with CRM and digital work tools is a plus Why Kapita? We are located in beautiful offices right on Avenyn in Gothenburg. Here we work closely together, close to the business, and close to decisions. You will have the opportunity to develop within finance and work in an environment where ambition, structure, and community go hand in hand. We may not be the largest in the industry – but we have big goals and even bigger drive. Employment Full-time Position starts by agreement Location: Gothenburg (Avenyn) Application Selection is ongoing. Send in your CV and a brief cover letter describing your interest in finance, customer contact, and business. We look forward to hearing from you. Contact: [email protected]

Zeptej se AI

Časté otázky k tomuto inzerátu — otevře tvoji AI s připraveným promptem včetně odkazu na inzerát.

• Je mzda v této pracovní nabídce konkurenceschopná pro tuto pozici a lokalitu?
  Otevřít v
• Na co se mám zeptat na pohovoru na tuto pozici?
  Otevřít v
• Jaké dovednosti mám vyzdvihnout v odpovědi na tento inzerát?
  Otevřít v