Sales Manager- Model Portfolios
4 days ago
Company Description
Streetgains is a SEBI-registered research analyst committed to empowering retail investors with model portfolios and trading research strategies. Known for being transparent, credible, and result-oriented, Streetgains provides research-based investment insights tailored to individual goals. With a focus on providing trustworthy guidance, Streetgains aims to help clients make informed decisions in the securities market while emphasizing the importance of understanding associated risks.
Role Description
This is a full-time hybrid role for a Sales Manager - Model Portfolios, based in Bengaluru. The role involves developing and maintaining client relationships, driving sales of model portfolios and related services, understanding and presenting investment strategies to potential clients, and collaborating with the research and marketing teams to optimize sales efforts. The Sales Manager is responsible for meeting sales targets, preparing reports, and ensuring client satisfaction. Some work-from-home flexibility is available.
Qualifications
- Sales and Client Relationship Management skills, with experience in building and maintaining client portfolios
- Knowledge of the securities market, investment strategies, and model portfolio services
- Communication, Networking, and Presentation skills to effectively convey research insights and build connections
- Analytical thinking and Problem-Solving skills to address client needs and exceed expectations
- Proficiency in Microsoft Office and CRM software tools for reporting and managing client data
- Relevant certifications such as NISM certifications in securities markets are advantageous
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; advanced certifications are a plus
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