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Financial Sales Representative

1 week ago

Manila, National Capital Region, Philippines Capital Placement Services Full time
Capital Placement Services

We are seeking a highly motivated and experienced Financial Sales Representative to join our team in Delhi. As an AVP, you will be responsible for selling Direct Equity and Commodity, Mutual Funds, and PMS products directly to individual investors.

Key Responsibilities
  1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.
  2. Financial Planning: Understand clients' financial goals, risk tolerance, and investment objectives to provide tailored solutions.
  3. Product Knowledge: Stay updated on financial markets, products, and regulatory requirements to offer informed investment advice generated by In-house Technical and Fundamental Research Teams.
  4. Sales and Relationship Management: Build and maintain strong relationships with clients, providing excellent customer service and ensuring client retention.
  5. Transaction Execution: Facilitate buying and selling of securities, either by himself (if NISM qualified) or through Certified Dealers, ensuring compliance with regulatory requirements.
Skills and Qualifications
  1. Financial Industry Knowledge: Understanding of financial markets, instruments, and regulations.
  2. Communication and Interpersonal Skills: Effective communication and relationship-building abilities.
  3. Sales and Marketing: Proven sales skills and ability to meet targets.
  4. Analytical and Problem-Solving: Ability to analyze financial data and provide solutions.
  5. Compliance and Regulatory: Familiarity with financial regulations and industry standards.
Education and Certifications
  1. Bachelor's degree in Finance, Business, or related field.
  2. Relevant professional certifications (NISM Series VIII).
Key Performance Indicators (KPIs)
  1. Sales revenue growth.
  2. Client acquisition and retention rates.
  3. Client satisfaction surveys.
  4. Compliance with regulatory requirements.