- Post graduate degree in finance, business, economics, or a related field. An MBA or CFA designation is highly desirable.
- Extensive knowledge of financial markets, investment products, and asset allocation strategies.
- Excellent communication and presentation skills, with the ability to convey complex investment concepts clearly and persuasively.
- Demonstrated ability to build and maintain strong relationships with institutional clients and other stakeholders.
- Strong analytical mindset with the capability to interpret and present financial data effectively.
- Results-driven with a track record of achieving and surpassing sales targets.
- Ability to work independently and collaboratively as part of a dynamic sales team.
- Impeccable ethics and a commitment to upholding the highest standards of integrity and professionalism.
1. Business Development:
- Utilize your vast network and industry connections to identify and engage potential institutional clients.
- Conduct in-depth market research to understand the evolving needs and preferences of institutional investors.
- Devise and implement effective strategies to generate new business opportunities and expand our client base.
2. Client Relationship Management:
- Leverage your experience in institutional sales to build and nurture strong relationships with existing clients.
- Act as the key point of contact for client inquiries, addressing their concerns promptly and professionally.
- Provide personalized service and insights, catering to the unique investment objectives of each client.
3. Product Presentations and Demonstrations:
- Deliver impactful and persuasive presentations that showcase the value of our investment products and services.
- Tailor presentations to align with the specific requirements and goals of institutional clients.
- Offer comprehensive analyses of investment strategies and portfolio performance to demonstrate our expertise.
4. Collaboration with Internal Teams:
- Collaborate seamlessly with portfolio management, research, and marketing teams to ensure a cohesive client experience.
- Communicate client feedback and market insights to internal teams for continuous improvement.
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