Investment Sales & Client Advisor

As an Investment Sales & Client Advisor, your role involves identifying, approaching, and acquiring new clients through field visits, referrals, and networking. You will be responsible for presenting and explaining the bank's investment and wealth management products clearly and confidently. Additionally, conducting financial needs analysis to recommend suitable investment options based on client goals and risk profiles will be part of your key responsibilities. Your target will be to meet and exceed monthly and quarterly sales targets. It is essential to maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Key Responsibilities: - Identify, approach, and acquire new clients through field visits, referrals, and networking. - Present and explain the bank's investment and wealth management products clearly and confidently. - Conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles. - Meet and exceed monthly and quarterly sales targets. - Maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Qualifications Required: - Bachelor's Degree is mandatory. - Minimum 1 year of experience in sales, marketing, or banking. - Excellent sales and negotiation skills. - Results-oriented and target-driven. - Good understanding of financial products and services. In this role, you will be required to have a Bachelor's Degree and a minimum of 1 year of sales experience. You should possess excellent sales and negotiation skills, be results-oriented and target-driven, and have a good understanding of financial products and services. No additional details about the company are mentioned in the job description.,