Corporate Sales Executive Job

Key responsibilities:

1. Build and develop a bank of investment clients (B2C only).
2. Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.
3. Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
4. Conduct in-depth reviews to identify the personal and financial needs of our clients and deliver tailored advice to your clients.
5. Deliver needs-based solutions through effective communication and influencing.
6. Gather information continuously to assess potential impacts and identify possible risks and opportunities for the client.
7. Analyze markets globally and the client's situation to pick the correct products and services for those client's needs.
8. Advise on a full range of products and services that can be offered.
9. Provide individualized advice on personal wealth across lump sum investments & SIP in mutual funds, fixed-income products, regular savings plans, portfolio planning, insurance, and PMS among others.
10. Handle general administrative duties as required by the role.

Company benefits:

1. Opportunity for further qualifications/knowledge relevant to the industry.
2. Multitudes of career opportunities and progression.
3. Competitive commission bonus based on a transparent structure.
4. Individual and team training that supports your development.
5. Client and employee events.

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