Job
Description
We are seeking a motivated resource with a proven track record in sales within the financial services industry. The ideal candidate will have a strong understanding of financial products and services, exceptional communication skills, and the ability to build and maintain relationships with clients. This role involves identifying new business opportunities, advising clients on suitable Asset Management solutions, and achieving sales targets to drive revenue growth. Key Responsibilities: Sales and Business Development: Identify and pursue new business opportunities across different Industries. Develop and maintain a pipeline of prospective clients through networking, referrals, and cold outreach. Capable of handling International customers and partners for sales Meet and exceed monthly, quarterly, and annual sales targets. Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their financial needs and providing tailored solutions. Conduct regular follow-ups with clients to ensure satisfaction and identify opportunities for upselling or cross-selling. Product Knowledge and Advisory: Stay up-to-date with industry trends, financial products, and regulatory changes. Educate clients on the benefits and features of Asset Management solutions and depreciation.. Provide expert advice to help clients in maintaining Asset Management tool. Collaboration and Reporting: Work closely with internal teams, including marketing, product development, and customer support, to ensure seamless service delivery. Prepare and present regular sales reports, including progress toward targets, client feedback, and market insights. Compliance and Ethics: Ensure all sales activities comply with industry regulations and company policies. Maintain the highest standards of professionalism and ethical conduct in all client interactions. Qualifications and Skills: Education: Bachelor’s degree in Finance, Business Administration, Marketing, or a related field. Experience: Minimum of 2-3 years of proven sales experience in the financial services industry. Industry Knowledge: Strong understanding of financial products, services, and market trends. Sales Skills: Demonstrated ability to close deals and achieve sales targets. Communication: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in simple terms. Relationship Building: Strong interpersonal skills and the ability to build trust with clients. Self-Motivation: Highly driven, with the ability to work independently and as part of a team. Technical Proficiency: Familiarity with CRM software, Microsoft Office Suite, and financial planning tools. Certifications: Relevant certifications if any. Key Attributes: Results-oriented with a passion for sales and customer service. Strong problem-solving skills and the ability to think strategically. High level of integrity and professionalism. Adaptable to a fast-paced and dynamic work environment. Show more Show less
