Sales Investment Manager at White Crust Limited

Job Description

• We are seeking a dynamic and experienced Sales Investment Manager to join our team. As a Sales Investment Manager, you will be responsible for driving sales and expanding our client base.
• Your primary focus will be to promote and sell our investment products and services to individual and institutional investors.
• Your strong sales skills, industry knowledge, and ability to build and nurture relationships will be crucial in achieving our sales targets and contributing to the growth of our investment company.
• If you possess a strong sales acumen, in-depth knowledge of investment products, and a proven track record of success in driving sales within the investment industry, we invite you to apply for the position of Sales Investment Manager. Join our investment company and play a vital role in expanding our client base and delivering exceptional investment solutions to our clients.

Responsibilities

• Develop and implement effective sales strategies to meet or exceed sales targets. Identify potential clients, create a sales pipeline, and convert leads into sales opportunities. Utilize a proactive approach to identify and engage with prospects, including cold calling, networking, and leveraging existing industry connections.
• Build and maintain strong relationships with individual and institutional clients. Understand their investment goals, risk tolerance, and financial needs. Regularly engage with clients to provide investment advice, address concerns, and provide exceptional customer service.
• Develop an in-depth understanding of our investment products, stay updated on market trends, industry developments, and competitor offerings to effectively position our products and services in the market.
• Conduct persuasive sales presentations and consultations with potential clients. Clearly articulate the features, benefits, and risks associated with our investment products. Customize investment solutions based on individual client objectives and risk profiles.
• Ensure compliance with applicable industry regulations, company policies, and ethical standards. Stay updated on relevant laws, rules, and regulations related to investment sales. Conduct sales activities in an ethical and compliant manner.
• Collaborate with research analysts, portfolio managers, and other internal teams to stay updated on investment strategies, market conditions, and product performance. Provide feedback and insights to internal teams to enhance product offerings and client experience.
• Stay actively engaged in the investment industry through networking events, conferences, and educational opportunities. Continuously develop your knowledge of investment products, financial markets, and industry trends.

Qualifications

• Bachelor's Degree in Finance, Economics, Business or a related field.
• Proven track record of success in sales and business development within the investment industry.
• Deep understanding of investment products, financial markets, and investment strategies.
• Strong communication, negotiation, and presentation skills.
• Ability to build and maintain relationships with high-net-worth individuals, institutional investors, and financial advisors.
• Results-oriented mindset with a strong drive to achieve sales targets and exceed expectations.