Sell Side- Investment Products

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Executive in our investment sales team, you will play a crucial role in driving sales and promoting financial products to our clients. Your main responsibilities will include selling in-house equity shares, business-as-usual shares, and Alternative Investment Funds (AIFs). To excel in this role, you will need to engage with clients proactively, manage portfolios effectively, and possess strong communication and calling skills. Your key responsibilities will involve driving the sales of various investment products, including in-house equity shares, routine business shares, and other financial instruments. You will also be responsible for managing and growing a portfolio of high-net-worth and retail clients, ensuring regular updates and insights are provided. Additionally, you will promote and sell AIF products to qualified investors while adhering to regulatory norms. Daily outbound calls to prospective and existing clients will be essential for generating leads, pitching investment products, and closing sales. Building strong client relationships, staying updated on market trends and regulatory changes, and enhancing customer satisfaction will also be part of your role. To be successful in this position, you should have a proven track record in sales of financial products, shares, or investment portfolios. Exposure to AIF funds will be advantageous. Excellent verbal and written communication skills, a strong phone presence, and the ability to work independently and achieve sales targets are crucial. A bachelor's degree in Finance, Business, or a related field is required, and relevant certifications such as NISM will be a plus. Your skills in client relationship management, communication, outbound calling, portfolio management, sales of financial products, market intelligence, and AIF fund sales will be instrumental in driving the success of our investment sales team. Join us in this dynamic role where you can leverage your expertise to build strong client relationships and drive sales growth effectively.,

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