Sales Executive at First Ally

Job Description

 To provide Investment Advisory services to clients and Effective Management of clients.

Responsibilities

•  Drive Sales, increase brand awareness, influence market share, and penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share. 
• Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets 
• Provide Investment opinions to investors and prospects.
•  Monitor the Client’s investments and give proactive suggestions to enhance the portfolio. 
• Establish Client Investment objections, including risk tolerance, and asset allocation and recommend suitable Investment options. 
• Market Company Products and services to prospective Clients. 
• Preparation of weekly and monthly Sales reports for the Sales Team
•  Initiate and follow up on new business opportunities. 
• Identify and resolve clients’ enquiries and queries, and ensure proper documentation of issues and resolution.
• Advise and communicate with client on their investment performance and market trends. 
• Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client 
• Work closely with the Sales Team to retain and expand market share for The First Ally Group. 
• Work closely with Portfolio Managers and the Sales/Client Coverage Team to assist clients in developing the best wealth management strategies, which involves effectively matching clients\' profiles with asset allocation recommendations. 
• Participate in marketing events such as seminars, exhibitions, and trade shows. 
• Perform other functions as assigned by the Head of Sales. 
• Ability to manage a branch.

Skills Required 

• Proven record of Sales performance
•  Excellent client relationship development/management 
• Good negotiation, problem-solving and conflict resolution 
• A deep understanding of alternative investment strategies 
• A deep Knowledge of capital markets, alternative investments & asset management products 
• Environmental / Industry analysis
•  Financial Analysis / Interpretation
•  Banking Operations (Domestic & International Operations)
•  Investment Portfolio Management 
• Money Market Trading
•  Marketing Presentations 
• Organization & Coordination
• Qualifications/Requirements
•  A good first degree in any discipline. A relevant Master\'s degree will be an advantage 
• A recognized professional certification will be an added advantage.