Finance sales

J.S.W

Actively prospect, cold-call, and network to generate new leads and convert them into paying clients.
Drive sales of investment products by identifying client needs and matching them to suitable offerings, with a primary focus on transaction execution and product placement.
Consistently meet or exceed aggressive monthly, quarterly, and annual sales targets for assets under management (AUM) and revenue generation.
Cross-sell complementary investment products to existing clients to maximize wallet share.
Execute trades and process subscription/redemption orders for clients efficiently and accurately.

Conduct high-volume client meetings and sales presentations, both virtually and in-person, to pitch investment opportunities.
Clearly articulate product features, performance histories, fee structures, and risk factors to close deals quickly.
Follow up persistently on leads and referrals to shorten the sales cycle and convert prospects.
Handle client objections effectively and provide compelling rebuttals to secure commitments.

Stay current on daily market movements, economic news, and new product launches to have credible, timely sales conversations.
Work closely with product specialists and research teams to understand the latest investment themes and translate them into compelling sales pitches.
Maintain up-to-date knowledge of competitor products to differentiate our offerings in the market.

Maintain a robust sales pipeline using CRM tools, tracking every lead from initial contact to closure.
Provide accurate weekly sales forecasts and activity reports to management.
Document all client interactions, deal statuses, and follow-up actions meticulously.

Ensure all sales activities adhere strictly to regulatory requirements and internal compliance policies.
Complete all required client suitability assessments and risk profiling before executing any transaction.
Maintain proper documentation for all sales, including order tickets, client acknowledgments, and disclosure forms.