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Job Summary
An Investment Advisor is responsible for promoting and selling the company’s products or services to potential and existing customers. This role involves identifying customer needs, presenting solutions, and closing sales. The Investment advisor will also build and maintain strong relationships with clients, ensuring their satisfaction and loyalty.
- Minimum Qualification : Degree
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
Responsibilities:
- Identify and generate new leads through various methods such as cold calling, networking, and referrals.
- Conduct market research to identify potential clients and understand their needs.
- Prepare and deliver sales presentations and product demonstrations to prospective customers.
- Build and maintain strong relationships with clients.
- Achieve or exceed sales targets and quotas.
- Negotiate terms of sales agreements and close deals with customers.
- Maintain a deep understanding of the company’s products or services, including features, benefits, and competitive advantages.
- Process sales accurately and efficiently.
- Prepare and submit sales reports, including sales activity, sales pipeline, and performance metrics.
- Gather and analyze customer feedback to identify areas for improvement in products, services, and sales processes.
Requirements:
- Bachelor’s degree in finance, Business, or a related field.
- Minimum 3 years of experience in investment advisory or financial planning.
- Good knowledge of market trends, real estate sales and financing products, as well as a veritable portfolio.
- Strong interpersonal skills, with a focus on client satisfaction and relationship-building.
- Ability to function under pressure
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