Description
Key Responsibilities:
Develop and maintain a client base by actively promoting and selling investment products such as equities, mutual funds, and insurance policies.
Educate clients on the features and benefits of various investment products to help them make informed investment decisions.
Identify potential clients through referrals, cold calling, and other marketing initiatives.
Meet sales targets on a regular basis and maintain a high level of client satisfaction.
Conduct regular follow-ups with clients to ensure that their investment goals are being met.
Collaborate with other sales professionals and investment analysts to stay up-to-date on market trends and product updates.
Required Skills and Qualifications:
Graduate or post-graduate degree in finance or a related field.
Minimum of 2 years of experience in selling investment products such as equities, mutual funds, or insurance.
Strong communication and interpersonal skills to interact effectively with clients.
Knowledge of investment products and the investment industry.
Ability to work independently and as part of a team