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Job Description
- Identify and pursue new business opportunities to drive revenue growth and expand the client base.
- Develop and maintain strong relationships with existing and prospective clients, understanding their unique investment needs.
- Present and promote tailored investment solutions and services to clients, aligning offerings with their business objectives.
- Collaborate with internal teams to ensure seamless delivery of services and client satisfaction.
- Conduct market research to stay informed about industry trends, competitor activities, and potential leads.
- Prepare and deliver compelling sales presentations, proposals, and contracts to clients.
- Negotiate terms and close sales agreements, ensuring mutually beneficial outcomes.
- Track and report on sales performance metrics, providing regular updates to management.
- Participate in networking events, conferences, and industry forums to enhance brand visibility.
- Maintain accurate records of client interactions, sales activities, and pipeline management in CRM systems.
Job Requirements
- 2-6 years of proven experience in sales, business development, or a related field.
- Demonstrated ability to achieve and exceed sales targets in a fast-paced environment.
- Strong understanding of investment solutions, financial products, or related services.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships.
- Strong organizational and time management skills with attention to detail.
- Proficiency in using CRM software and Microsoft Office Suite.
- Self-motivated, results-driven, and able to work independently or as part of a team.
- Ability to analyze market trends and adapt strategies accordingly.
- Willingness to work on-site and travel as required for client meetings and events.