1. Sales Strategy and Planning

- Develop, implement, and oversee sales strategies and plans to meet or exceed investment targets.
- Analyze market trends, investment opportunities, and competition to formulate effective sales strategies.

2. Team Leadership and Management

- Develop, implement, and oversee sales strategies and plans to meet or exceed investment targets.
- Analyze market trends, investment opportunities, and competition to formulate effective sales strategies.
- Set clear sales targets and Key Performance Indicators (KPIs) and monitor the teams performance. 3. Client Relationship Management

- Recruit, train, and manage a team of sales representatives and investment advisors.
- Set transparent sales targets and Key Performance Indicators (KPIs) and monitor the teams performance. 4. Investment Product Knowledge





- Cultivate and maintain strong client relationships to ensure client satisfaction and loyalty.
- Address client inquiries, concerns, and escalations, ensuring a high level of service. 4. Investment Product Knowledge

- Stay updated on various investment products, financial markets, and industry trends.
- Assist the team in understanding and effectively communicating investment offerings to clients. 5. Sales Operations

- Oversee daily sales operations, including investment order processing, portfolio, and account management.
- Ensure efficient execution of investment processes.

📌 Senior Investment Manager (Mumbai)
🏢 Ashton Gray Investments
📍 Mumbai