- 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.
- 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
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Team Member, Retail Sales - india, India - Alan & Grant
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Description
Job DescriptionOur 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
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