The ideal candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing account strategies that provide the greatest opportunities to drive revenue.
Responsibilities
• Connect with HNI customers through company-provided warm and hot leads.
• Understand the customer's investment requirements, financial objectives and preferences.
• Present and explain suitable investment opportunities and solutions as per the approved sales process.
• Build strong relationships with prospective HNI customers and provide a skilled consultation experience.
• Manage the complete sales journey, from the first customer interaction through follow-ups and conversion.
• Maintain regular and timely follow-ups with interested prospects to maximize conversions.
• Achieve assigned sales and revenue targets while maintaining high standards of customer service and compliance.
• Accurately update all customer interactions,
follow-ups and sales activities in the designated systems.
• Coordinate with internal teams to ensure a smooth and seamless customer onboarding and investment process.
Requirements
•Bachelor's degree or equivalent experience in Business
• Excellent communication, presentation and customer relationship management skills.
• Strong sales orientation with the ability to engage and convert high-value customers.
• Ability to understand customer requirements and confidently manage investment sales conversations.
• Self-motivated, target-driven and comfortable working in a performance-oriented environment.
• Strong follow-up and negotiation skills.
• Prior experience in investment sales, wealth management, financial services, insurance, banking or HNI customer handling will be an added advantage.