Seven52 Recruiters | Sales Executive
1 week ago
Job Responsibilities :-
- Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and investment preferences.
- Provide personalized investment advice and asset allocation strategies based on clients' risk tolerance, financial objectives, and market conditions.
- Drive new business development by identifying and acquiring new clients through prospecting and networking activities.
- Stay abreast of market trends, economic indicators, and investment products to offer informed recommendations to clients.
- Collaborate with portfolio managers and research teams to ensure a comprehensive understanding of the products and services offered by the asset management company.
- Conduct regular portfolio reviews with clients to assess performance, address concerns, and make adjustments to the investment strategy as needed.
- Stay informed about regulatory changes and compliance requirements related to asset management to ensure adherence to industry standards.
- Provide education and training to clients on various investment products, market dynamics, and financial planning strategies.
- Prepare and deliver client presentations, reports, and investment proposals in a clear and compelling manner.
- Work closely with internal teams to ensure seamless account onboarding, servicing, and resolution of client inquiries.
- Collaborate with marketing teams to develop and implement strategies for client retention and engagement.
- Monitor and analyze competitors' offerings and market dynamics to identify opportunities and threats in the asset management landscape.
- Maintain accurate and up-to-date client records and documentation, ensuring compliance with data privacy and security regulations.
- Foster a positive and collaborative work environment by effectively communicating with internal stakeholders and cross-functional teams.
- Continuously enhance professional knowledge through ongoing education, training, and participation in industry conferences to stay at the forefront of financial trends and products.
· Qualification:
Graduate/Post Graduate in Marketing & Sales
Job Location - Thane
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