Senior Sales Executive

5 days ago


India Marlin Selection Recruitment Full time

Job Title: Senior Sales Executive - UHNW & Institutional Clients

Location: India


We are a financial services firm specializing in providing tailored investment solutions to ultra-high-net-worth (UHNW) individuals and small institutional clients. With a robust portfolio across equities and a commitment to excellence, we empower our clients to achieve their financial goals. We are currently seeking a highly skilled and motivated Senior Sales Executive to join our team and drive our growth in the Indian market.


Job Summary:

We are looking for an experienced and dynamic Senior Sales Executive with a proven track record in selling financial products to corporate, institutional, and UHNW clients. The ideal candidate will have at least 5 years of experience in the financial services industry, a deep understanding of equities, and a strong network within the UHNW and institutional client base.


Key Responsibilities:

  • Develop and implement strategic sales plans to attract and retain UHNW and small institutional clients.
  • Identify and engage potential clients, leveraging your network and industry knowledge.
  • Present and sell a wide range of financial products, with a focus on equities, tailored to meet the specific needs of UHNW and institutional clients.
  • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and loyalty.
  • Conduct thorough market research and analysis to identify new business opportunities and stay updated on industry trends.
  • Collaborate with internal teams to ensure the seamless delivery of services and solutions to clients.
  • Provide clients with regular updates on market trends, investment opportunities, and portfolio performance.
  • Achieve and exceed sales targets and performance metrics.
  • Prepare and present detailed reports on sales activities, client feedback, and market insights to senior management.

Qualifications:

  • Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or relevant advanced degree preferred.
  • Minimum of 5 years of experience in selling financial products to corporate, institutional, and UHNW clients.
  • In-depth knowledge of equities and the financial markets.
  • Proven track record of achieving sales targets and building strong client relationships.
  • Strong network of contacts within the UHNW and institutional client base.
  • Excellent communication, negotiation, and presentation skills.
  • High level of integrity, professionalism, and attention to detail.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.
  • Proficiency in using CRM software and other sales tools.

What We Offer:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Opportunities for professional development and career advancement.
  • A collaborative and inclusive work environment.
  • The chance to work with a prestigious client base and make a significant impact in the financial services industry.



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