Financial Sales Executive
- Nobl Q
- 5 Positions
- Lucknow
- 7 months ago
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Job Description
- Establish strong, trust-based relationships with clients to understand their investment needs and objectives.
- Conduct regular meetings and follow-ups to ensure client satisfaction and retention.
- Perform comprehensive analysis of client portfolios and recommend appropriate adjustments based on market trends and individual goals.
- Monitor investment performance and prepare detailed reports to communicate results to clients.
- Develop and execute targeted sales strategies to expand the client base and increase portfolio assets.
- Identify new business opportunities through research and networking to grow market share.
- Keep abreast of market developments and economic news to provide timely insights to clients.
- Analyze competitive landscape to adjust strategies and offerings accordingly.
- Work closely with portfolio management and research teams to align sales strategies with market opportunities.
- Coordinate with compliance and legal teams to ensure all sales practices adhere to regulations and standards.
- Provide training and support to clients regarding investment products and services.
- Prepare and present educational seminars or workshops to enhance clients' understanding of portfolio management.
- Set ambitious sales goals and work diligently to meet or exceed them.
- Utilize CRM tools to track and manage sales pipeline effectively.
- Maintain accurate records of client interactions and transactions.
- Prepare reports on sales activities, pipeline status, and market feedback for management review.
Designation :- Finance Sales Executive
Experience :- 3+ years
Location :- Lucknow
Roles and Responsibilities:-
Develop and maintain client relationships
Portfolio Analysis and Management
Sales Strategy Implementation
Market Research and Trend Analysis
Collaboration with Internal Teams
Client Education and Support
Achieve Sales Targets
Reporting and Documentation
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Field Sales ExecutiveFunctional Area: Not SpecifiedRole/Responsibilies: Financial Sales ExecutiveContact Details:
Company: Coxwill GlobalLocation(s): Lucknow
Keyskills: financial advisory insurance sales sales portfolio management
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