Jobs

    Team Member, Retail Sales - india, India - Alan & Grant

    Alan & Grant
    Alan & Grant india, India

    3 weeks ago

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    Description
    Job Description
    Our Client is a private investor. We partner with our high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.
    Job Summary
    The Team Member, Retail Sales is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products whilst providing best advice and a quality service.
    Key Responsibilities
    • Market and sell a range of financial products whilst providing best advice and a quality service.
    • Execute business development strategies to attract and acquire new clients and manage existing relationships.
    • Analyze clients' financial needs, goals, sensitivity to risk and investment horizon
    • Advise clients regarding the advantages and disadvantages of different investment strategies.
    • Perform other duties as assigned by the Head, Investment Platform.
    Requirements
    • Sound knowledge of investment products and markets and ability to apply this
    • knowledge.
    • Experience in retail financial services and a proven track record in a Sales or target driven environment.
    • Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
    • Excellent communication skills, common sense, and an empathetic ear
    • Relationship management skills.
    • Excellent people management skills.
    • Ability to manage multiple priorities.
    • Good appreciation and working knowledge of office productivity tools.
    • Competitive drive and achievement oriented
    • Motivation to learn, sell, and grow
    • Good computer skills
    • High degree of self-confidence
    Requirements
    Bachelor's degree in business, finance, or a related field Minimum of 2-3 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite

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