Investment Marketing Executive at White Crust Limited

As an Investment Marketing Executive, you will be responsible for generating investments, managing and overseeing the investment portfolios of clients or an organization. You will work closely with clients to understand their financial goals and risk tolerance and develop investment strategies to help them achieve their objectives. Additionally, you will monitor market trends, analyze investment opportunities, and make recommendations to optimize portfolio performance.

Key Responsibilities

• Utilize your recent experience as a direct sales agent in a bank to identify, prospect, engage and sell our financial products to potential investors.
• Cultivate and maintain strong relationships with clients, understanding their financial goals and recommending investment strategies that align with their objectives.
• Actively promote our diverse range of investment products and services, highlighting their benefits and advantages.
• Stay current with market trends, economic conditions, and regulatory changes to provide accurate and informed investment advice.
• Collaborate with cross-functional teams to enhance our product offerings and develop effective sales strategies.
• Achieve and exceed individual and team sales targets, consistently contributing to the growth of the organization.

Qualifications

• Bachelor's Degree in Finance, Economics, Business, or a related field.
• Minimum of recent 3 years of direct sales experience as a sales agent in a banking environment.
• Proven track record of meeting or exceeding sales targets in the banking or financial sector.
• In-depth understanding of investment products, financial markets, and economic trends.
• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Excellent negotiation and closing skills, with a consultative sales approach.