Sales Associate
5 months ago
The purpose of this position is to provide sales and analytical support to CEO. The Investment Sales Intern supports the growth of Aris Investing by drafting, reviewing, and finalizing sales presentations for external use, performing investment analysis, providing market research, and acting to coordinate internal and external resources during sales engagements. This role is expected to enhance the productivity and success of the sales effort by collecting and interpreting data, prioritizing tasks and producing high quality deliverables for consumption by sales team members, clients and prospects.The responsibilities of the individual in this position include:
- Provides front ine on-demand sales team member support. Identifies and prioritizes critical requests and needs. Partners with senior team members (Sales Management, Regional Directors, Associate Regional Directors) as a resource to enhance client interactions via presentation creation, investment analysis, meeting and logistic support, and territory-level CRM database cleanup and maintenance.
- Portfolio performance data collection, asset allocation, fund and solution pricing support, and other investment solution related tasks as required.
- Creation of client and prospect specific output using provided sales tools with particular attention to deadlines and detail. Researching meeting attendees, open opportunities, meeting notes and other general meeting preparation.
- Coordination of compliance approval process for all relevant deliverables, ownership of quarterly and monthly reporting items, and deliver on requests for client onboarding support.
- B.A. degree in Finance, Accounting, Economics or related field
- At least two years of relevant experience with demonstrated knowledge of financial markets, investment industry, investment products, or other related financial
area
- Ability to conduct and present thorough research on potential clients, competitors and other sales process stakeholders
- Demonstrated client relationship ability
- Credible and confident with the ability to communicate with stakeholders
- Ability to execution on time, under pressure, and with quality on different projects simultaneously
- Proven analytical, technical, and systems skills
- Self-starter and able to demonstrate initiative
Pay: ₹500,000.00 - ₹1,000,000.00 per year
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Application Question(s):
- We need to fill this position urgently. Can you start immediately ?
**Education**:
- Master's (preferred)
**Experience**:
- total work: 1 year (preferred)
- Sales: 1 year (preferred)
Work Location: In person
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