Financial Investment Analyst - Sales -Bank (1-15 yrs)
- End to End Finance Analyst
- Sourcing, pitching clients, analysis, disbursement
- Identifies and cultivates prospects and/or clients
- Initiates and follows up on new business opportunities.
- Leads new business meetings and closes sales to institutional investors and consultants.
- Leverages the organization's relationship with new existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
- Develops and maintains relationships with advisors and consultants.
- Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
- Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
- Relevant experience in Investment/Wealth Management or Financial Services is preferred.
- Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
- Must have excellent sales skills and in-depth product and broad investment knowledge.
Skills/Other Personal Attributes Required :
- Strong communication and presentation skills
- Ability to work well with a variety of people at all levels of the organization
- Demonstrated ability to close business
- General understanding of the financial markets and investment vehicles
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
