37 Investment Sales Jobs - Page 2

We are seeking a highly motivated and results-oriented Sales Executive/Manager to join our dynamic real estate team. This role is ideal for a hardcore sales professional with a proven track record in selling real estate products. Sales incentives

Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asset classes Track record of providing sound investment advice Exceptional communication and interpersonal skills Strong analytical capabilities Embrace digital tools and strategies

Meet clients to understand their financial goals and risk tolerance Recommend suitable investment products based on client objectives Establish, grow, and oversee investment relationships Act as the primary client contact and trusted investment advisor Provide timely market updates and house views to clients Drive sales by offering tailored solutions to client portfolios Enhance client experience through strong relationship management. Key Skills Required: In-depth understanding of Markets and Products Proficiency in various asset classes Experience in offering investment advice and solutions Excellent interpersonal and communication skills Strong analytical abilities Digital proficiency.

Sperton Consultancy hiring Wealth Manager for client. Role involves client acquisition, sales & presenting wealth plans. 2–5 yrs in financial sales/wealth mgmt with strong B2C skills required.

Job Location: Vashi, Navi Mumbai Qualification: BBA/MBA in Finance or related field Experience: Minimum 1-3 years in investment sales / financial services

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.

Primary Responsibility: It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationships and he/she should be aware of local market intelligence Maintain records of business on internal software CRM etc. Visit clients and acquire asset/business. Personal Skills: Good Communication and leadership skill. Fast learner & Adaptive Equity & Derivative Knowledge. NISM Certification proffered Preferred Candidate Profile Candidate should have 2 Year in broking industries or managing bank AUM of Privilege Clients Advantage With Us No third party products target but additional weightage and incentive is available. Attractive & transparent incentive plan Travel reimbursement as per actual Two Saturdays off in a month Walk-in Detail : - Walk in date: 26-may-2025 to 30 -jun-2025 Walk in time: 9:00 am to 6:00 pm Venue : Shivam Stock Broking pvt ltd (Share khan) .1st floor, Sisodia Palace, East Boring Canal Road, Patna (800001). Contact : Nidhi (6299924341)

We are seeking an Analyst with commercial real estate experience to join a growing Investment Sales team in India. He/she will be responsible for supporting the team in all aspects of sourcing and modeling multifamily and commercial real estate properties. Day-to-day responsibilities include providing financial and market analysis to assist in the evaluation and processing of transactions. Essential Job Duties: Assist stakeholders in end-to-end Broker Opinion Value (BOVs) of US Commercial Real Estate properties. Include financial and cash flow Analysis, market information research, and real estate taxes analysis. Analyzing and interpreting property performance through financial statements (operating statements and rent roll) for different property types. Requires advanced knowledge of financial real estate terms. Basic understanding of approaches to the value of real estate assets. Command in reviewing market reports like REIS and CoStar to understand prevailing demand-supply, rents, and vacancy rates. Able to do a detailed narrative write-up on the complete scenario of the deal involving the property description, location summary, market details, and cash flow notes. Responsible for evaluating strengths, weaknesses, and risks associated with the property and preparing presentations for Brokers to review. Able to understand the property performance and to project future cash flows. Review ensuring compliance and maintaining the value proposition. Finding property value through the underwriting process and completing loan analysis within specified TAT. Able to understand and get a grip on different activity types for the new transitions in the process. Work closely with team to develop and pursue new relationships, and to provide exceptional service to existing clients of the firm. Skills, Education, and Experience: Minimum of twelve months in a similar industry/company. Bachelors/Masters degree in accounting, Finance, Economics, Real Estate, or other related fields. Financial Statements experience/knowledge is preferable Ability to collaborate in a team environment. Strong communication skills, both written and verbal. Customer service focused. Ability to problem-solving and exercise independent judgment while displaying a high degree of initiative and accuracy. Ability to organize and prioritize projects to complete multiple tasks on schedule. Technical skills: Advanced in Microsoft Office suite of applications, specifically Excel and SharePoint. Strong work ethic and pro-active team player able to work effectively under sometimes stressful conditions.

As an Investment Sales Professional, you will play a pivotal role in representing our luxury real estate offerings to HNI / Ultra HNI Clients.

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.

About the Role We are building India's first platform for investment in commercial fish farming , where investors start from 32 lakhs and earn 15-20% annual returns. This is a hardcore sales role for those who know how to sell premium products and are ready to earn big through performance. Your Responsibilities Sell a 32L investment product to HNIs, business owners, and professionals Follow up with pre-qualified leads via WhatsApp, phone, and in-person meetings Build investor confidence using strong product pitch, trust-building, and follow-ups Close high-ticket deals with support from our core team and CRM tools You're a Fit If You Have: 1-3 years experience in selling anything high-value (flats, insurance, investments, cars, SaaS, etc.) Confidence speaking to high-net-worth clients Strong hunger to earn commissions not just chase a high fixed salary Fluent Hindi + English, strong follow-up habits, no fear of targets Bonus if Youve Worked In: Real estate (developer or broker teams) Mutual funds, PMS, banking sales (ICICI, HDFC, Kotak, etc.) SaaS or B2B tech sales (with deal size 1L+) High-value car or luxury product sales Why Join Us? Commission-led role : Closers take home 50K2L per month Warm leads provided : No cold door knocking Opportunity to grow with the core team Fast payouts on commission – no waiting To Apply: Apply here or send your CV on WhatsApp to wa.me/919910377205 (+919910377205) Subject Line: Fish Fund Sales – [Your Name]

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.