Investment Sales Manager

3 - 7 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Sales Manager at our company, you will be responsible for identifying and developing new business opportunities, building and managing client relationships, and driving revenue growth. Your day-to-day tasks will include creating and delivering sales pitches, analyzing financial and market data, leading negotiations, and collaborating with internal teams to meet sales targets. Additionally, you will ensure client satisfaction, stay informed about market trends, and recommend relevant investment opportunities. Key Responsibilities: - Identify and develop new business opportunities - Build and manage client relationships - Drive revenue growth - Create and deliver sales pitches - Analyze financial and market data - Lead negotiations - Collaborate with internal teams - Ensure client satisfaction - Stay informed about market trends - Recommend relevant investment opportunities Qualifications: - Proficiency in financial analysis, market research, and investment planning - Proven experience in sales strategies, negotiation, and client relationship management - Strong communication, presentation, and interpersonal skills - Ability to manage multiple clients and deals simultaneously - Familiarity with investment products, financial markets, and compliance regulations - Bachelors degree in Finance, Business Administration, or a related field - Certifications such as CFA, CFP, or other relevant accreditations are a plus - Proven track record of achieving and exceeding sales targets is preferred,

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