The posting
Key Responsibilities:
Business Origination & Sales Execution
- 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.
Client Engagement (Sales-Focused)
- 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.
Market & Product Knowledge
- 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.
Pipeline & CRM Management
- 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.
Compliance & Suitability
- 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.



