Investment sales - Associate

• Promote investment products and acquire new clients through consultative selling.
• Understand client financial goals and recommend suitable investment solutions.
• Build and maintain strong customer relationships to drive portfolio growth.
• Generate leads, conduct sales presentations, and achieve revenue targets.
• Coordinate with internal teams to ensure seamless client onboarding and service.
• Ensure compliance with regulatory guidelines and organizational policies.

Overview

• Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
• Job Role - Investment Sales – Associate
• Employment type - Full Time - Permanent
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

Job Related Keywords