Investment sale Executive

About the job

JOB DESCRIPTION

• Formulate and implement a strategy to increase the pool of HNIs the Company transacts with.
• Pitch for business relationships with corporates organization, PFA’s, Insurance companies, and other non-Financial Institutions (Institutional Sales & Marketing) etc.
• Manage key relationships with customers to ensure the smooth business retainership.
• Development and implementation of service improvement strategies.
• Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.
• Together with Business Heads, review strategies for all networked customers with a view to enhancing business volumes and earnings.
• Implement Investment sales strategies to develop an existing portfolio and develop new opportunities.
• Understand customer needs and provide products and services to satisfy client’s needs and achieve business objectives.
• Prepare and agree with the Investor Relations Sr. Associate-Capital Raising on a call planning in order to maximize returns in line with business strategy.
• Provide clients with Investment Advisory services.
• Develop an executive contact plan and arrange meetings between proposed clients.
• Build result driven Investment Sales Team.
• Ensure sales process adoption and compliance, and also identify opportunities for improvement in the Sales and marketing process.

QUALIFICATIONS

• Must possess a minimum of a bachelor’s degree in Business Administration, Marketing, Finance, Economics, Accounting or other disciplines.
• A second degree and Master’s degree will be an advantage.
• A professional qualification is desirable.
• Minimum of 2+ years hands-on experience with a good sales track record in Institutional sales with an emphasis on Investment, Capital Market, and other Financial Instruments.
• Understand the art of sales and closing deals.
• Be a good communicator.
• Have access to high network individuals.
• Have a proven track record in selling high-end products or investment packages.
• Have a good appearance.
• Have great networking skills.

What we offer;

Salary: Very attractive with Commission and bonuses