Associate Manager - Beta

• 44 minutes ago
  

Job Responsibilities

Client Acquisition & Business Development:

• Identify and engage potential clients interested in stock market investment services.
• Utilize cold calling, networking, and lead generation strategies to build a strong sales pipeline.
• Conduct product presentations and demonstrations to showcase investment opportunities.
  

Sales Performance & Target Achievement

• Develop and execute effective sales strategies to meet and exceed monthly, quarterly, and annual targets.
• Monitor sales performance, analyze key metrics, and adjust strategies to optimize results.
• Collaborate with internal teams to drive business growth and achieve revenue goals.
  

Client Relationship Management

• Build and maintain long-term relationships with clients by understanding their investment needs.
• Serve as the primary point of contact for clients, addressing queries and providing market insights.
• Enhance client experience by ensuring timely support and a high level of service.
  

Market Analysis & Strategic Insights

• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market data and client feedback to identify business growth opportunities.
• Incorporate industry insights into sales strategies to attract and retain clients.
  

Sales Process & CRM Management

• Utilize CRM tools to track leads, manage client interactions, and maintain accurate sales records.
• Ensure smooth client onboarding, guiding them through account setup and investment processes.
• Work closely with marketing and operations teams to align sales efforts with business objectives.
  

Product Knowledge & Training

• Continuously enhance knowledge of stock market products, trading, and investment regulations.
• Participate in training programs to stay updated on new services and financial market trends.
• Educate clients on investment risks, stock market basics, and potential returns.
  

Reporting & Compliance

• Prepare and submit sales reports, market analysis, and forecasts to management.
• Maintain accurate documentation of sales activities and ensure compliance with financial regulations.
  

Education

Qualifications & Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
  

Experience

• 6+ years of experience in sales or business development within the financial services or stock market industry.
• Proven track record of achieving sales targets and driving client acquisitions.
  

Skills & Competencies

• Strong knowledge of stock market products, trading, and investment basics.
• Excellent communication, negotiation, and presentation skills.
• Ability to build rapport and manage relationships with diverse clients.
• Proficiency in CRM software and Microsoft Office Suite.
• Goal-oriented, self-motivated, and able to perform in a target-driven environment.
  

Preferred Qualifications

• Certifications related to finance, stock market operations, or investment advisory.
• Familiarity with stock trading platforms and investment analysis tools.
• Ability to adapt to fast-changing market trends and identify emerging investment opportunities.