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Investment Sales Executive

1 week ago

Kolkata, West Bengal, India Ashika Group Full time

Key Objectives:

The primary objective of this role is to drive business growth through revenue generation and lead acquisition in the stock broking and investment space. The ideal candidate will have a proven track record of success in generating revenue, acquiring new clients, and managing key relationships in a competitive market.

Responsibilities:

  1. Drive the firm's revenue by acquiring new clients and expanding the portfolio of existing clients.
  2. Sell equity, derivative, mutual funds, and other investment products to clients, understanding their financial goals, risk appetite, and investment preferences.
  3. Develop and implement strategies to increase trading volumes and improve client engagement.
  4. Cross-sell and up-sell a variety of financial products and services to clients to maximize revenue per client.
  5. Generate leads from various sources, including networking, referrals, industry events, digital marketing, and outbound prospecting.
  6. Maintain a database of prospective clients and effectively follow up to convert them into long-term clients.
  7. Establish strong, long-term relationships with key clients, providing personalized investment advice and financial planning.
  8. Regularly engage with clients to ensure satisfaction, retention, and repeat business.
  9. Resolve client queries, concerns, and issues in a timely and professional manner.
  10. Monitor client portfolios and suggest strategic adjustments to meet investment goals and optimize returns.
  11. Track sales performance, report on key metrics, and provide regular updates to senior management.