SALES INVESTMENT OFFICER


  • Utilize your recent experience as a direct sales agent in a bank to identify, prospect,engage and sell our financial products topotential investors.
  • Cultivate and maintain strong relationships with clients, understanding their financial goals and recommending investment strategies that align with their objectives.
  • Actively promote our diverse range of investment products and services, highlighting their benefits and advantages.
  • Stay current with market trends, economic conditions, and regulatory changes to provide accurate and informed investment advice.
  • Collaborate with cross-functional teams to enhance our product offerings and develop effective sales strategies.
  • Achieve and exceed individual and team sales targets, consistently contributing to the growth of the organization.

Qualifications

  • Bachelor's Degree in Finance, Economics, Business, or a related field.
  • Minimum of recent 3 years of direct sales experience as a sales agent in a banking environment.
  • Proven track record of meeting or exceeding sales targets in the banking or financial sector.
  • In-depth understanding of investment products, financial markets, and economic trends.
  • Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
  • Excellent negotiation and closing skills, with a consultative sales


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