Financial Sales Manager

5 - 9 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for the role, you will be responsible for utilizing your financial sales experience to drive revenue and expand the client base. Your expertise in financial products and services will be crucial in identifying opportunities and providing tailored solutions to clients. - Utilize your strong sales and negotiation skills to acquire new clients and maintain existing relationships. - Demonstrate exceptional leadership and team management abilities to motivate and guide your team towards achieving sales targets. - Leverage your deep understanding of financial products and services to educate clients and recommend suitable options. - Communicate effectively with clients and colleagues, showcasing your exceptional interpersonal skills. - Analyze financial data and market trends to make informed decisions and recommendations. - Maintain a high level of organization and attention to detail in all aspects of your work. - Utilize CRM software and MS Office Suite proficiently to streamline processes and enhance productivity. Qualifications Required: - Bachelor's degree in Finance, Business, Economics, or a related field (Masters preferred). - Minimum of 5 years of experience in financial sales or a related role. - Relevant certifications such as Series 7, CFP, CFA may be required, depending on the industry.,

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