1 month ago
Job Summary
The Senior Investment Advisor is responsible for overseeing and driving the company's sales strategy, focusing on major accounts and high-impact sales activities. This role involves making sales, leading a large sales team, developing advanced sales strategies, and ensuring alignment with the company's overall business objectives.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 7 years
Job Description/Requirements
Responsibilities:
- Develop and implement comprehensive sales strategies that align with the company’s overall business goals.
- Lead strategic planning initiatives for the sales department.
- Manage and mentor the sales team.
- Provide guidance and support to ensure high performance and professional growth.
- Achieve and exceed sales targets and quotas.
- Monitor and report on sales performance regularly.
- Oversee key accounts and high-impact sales activities.
- Engage in high-level negotiations and develop long-term relationships with major clients.
- Analyze sales performance data and market trends to identify opportunities for improvement.
- Prepare detailed sales forecasts and reports for senior management.
- Identify and pursue new business opportunities, including new markets, growth areas, trends, and partnerships.
- Work closely with executive management, marketing, and other departments to ensure cohesive and effective sales strategies.
- Ensure compliance with company policies, industry regulations, and ethical standards in all sales activities.
Requirements:
- Bachelor’s degree in finance, Business Administration, or a related field.
- Minimum 7 years of experience in investment advisory, with a strong track record in the form of verifiable portfolio, past and present.
- In-depth understanding of market analysis, financial planning, and investment strategies.
- Exceptional communication and client relationship skills.
- Strong leadership skills to lead a sales team.
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