Sales _ Equity Investments
12 hours ago
Company Description
Role Description
This is a full-time, on-site role located in Mumbai for a Sales - Equity Investments professional. The role includes building and maintaining client relationships in the equity investment domain, providing excellent customer service, and achieving sales targets. Day-to-day tasks will involve identifying investment opportunities, understanding clients' financial needs, presenting tailored investment solutions, and conducting sales presentations or training sessions to enhance client portfolios. Collaboration with the sales management team to execute strategic plans and ensuring compliance with regulatory requirements is essential to the role.
Qualifications
- Strong Communication and Customer Service skills to effectively interact with clients and understand their needs
- Proven experience in Sales and Sales Management to achieve targets and contribute to the company's growth
- Ability to deliver effective Training to clients and internal teams on equity investment products
- Knowledge of financial markets and equity investments
- Bachelor's degree in Finance, Business, or a related field
- Relevant certifications in finance/investment (e.g., NISM, CFA) are a plus
- Proficiency in Microsoft Office and CRM software
- Strong analytical and problem-solving skills
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