Sales - Equity Investments

3 - 7 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 Sales - Equity Investments professional, your role will involve building and maintaining client relationships in the equity investment domain, providing excellent customer service, and achieving sales targets. You will be responsible for identifying investment opportunities, understanding clients" financial needs, presenting tailored investment solutions, and conducting sales presentations or training sessions to enhance client portfolios. Collaboration with the sales management team to execute strategic plans and ensuring compliance with regulatory requirements is essential to the role. Key Responsibilities: - Build and maintain client relationships in the equity investment domain - Provide excellent customer service - Achieve sales targets - Identify investment opportunities - Understand clients" financial needs - Present tailored investment solutions - Conduct sales presentations or training sessions to enhance client portfolios - Collaborate with the sales management team to execute strategic plans - Ensure compliance with regulatory requirements Qualifications: - Strong Communication and Customer Service skills to effectively interact with clients and understand their needs - Proven experience in Sales and Sales Management to achieve targets and contribute to the company's growth - Ability to deliver effective Training to clients and internal teams on equity investment products - Knowledge of financial markets and equity investments - Bachelors degree in Finance, Business, or a related field - Relevant certifications in finance/investment (e.g., NISM, CFA) are a plus - Proficiency in Microsoft Office and CRM software - Strong analytical and problem-solving skills,

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