- Develop and execute sales strategies to achieve business targets.
- Acquire new clients through direct sales, networking, and referrals.
- Build and maintain long-term relationships with HNIs, retail clients, corporates, and channel partners.
- Promote financial products such as Equity, Mutual Funds, PMS, AIFs, Unlisted Shares, and Investment Advisory services.
- Identify new business opportunities and expand market presence.
- Lead client meetings, presentations, and investment discussions.
- Coordinate with internal teams to ensure seamless onboarding and client servicing.
- Monitor market trends and competitor activities to identify growth opportunities.
- Prepare sales forecasts, MIS reports, and business performance reports.
- Mentor and guide junior sales team members whenever required.
Required Skills
- Strong knowledge of financial markets and investment products.
- Excellent sales, negotiation, and relationship management skills.
- Proven track record of achieving sales and revenue targets.
- Robust communication and presentation skills.
- Ability to build and manage a high-value client portfolio.
- Self-driven with a result-oriented approach.