Account Executive - Financial Sales (2-6 Yrs) Delhi NCR/Gurgaon/Gurugram (BFSI Sales)

Designation :- Finance Sales Executive Experience :- 3 yearsLocation :- LucknowRoles and Responsibilities:--Develop and maintain client relationships- Establish strong, trust-based relationships with clients to understand their investment needs and objectives.- Conduct regular meetings and follow-ups to ensure client satisfaction and retention.- Portfolio Analysis and Management- Perform comprehensive analysis of client portfolios and recommend appropriate adjustments based on market trends and individual goals.- Monitor investment performance and prepare detailed reports to communicate results to clients.- Sales Strategy Implementation- Develop and execute targeted sales strategies to expand the client base and increase portfolio assets.- Identify new business opportunities through research and networking to grow market share.- Market Research and Trend Analysis- Keep abreast of market developments and economic news to provide timely insights to clients.- Analyze competitive landscape to adjust strategies and offerings accordingly.- Collaboration with Internal Teams- Work closely with portfolio management and research teams to align sales strategies with market opportunities.- Coordinate with compliance and legal teams to ensure all sales practices adhere to regulations and standards.- Client Education and Support- Provide training and support to clients regarding investment products and services.- Prepare and present educational seminars or workshops to enhance clients understanding of portfolio management.- Achieve Sales Targets- Set ambitious sales goals and work diligently to meet or exceed them.- Utilize CRM tools to track and manage sales pipeline effectively.- Reporting and Documentation- Maintain accurate records of client interactions and transactions.- Prepare reports on sales activities, pipeline status, and market feedback for management review. (ref:updazz.com)

Payroll Type : Permanent