Senior Sales Consultant

Primary Responsibilities

• Client Acquisition & Relationship Management
• Identify, approach, and onboard potential investors or clients.
• Build and maintain strong, long-term relationships with high-net-worth individuals, corporate clients, and institutional investors.
• Understand client needs, financial goals, and risk appetite to provide tailored investment solutions.
• Sales & Revenue Generation
• Promote and sell investment products and services, including mutual funds, stocks, bonds, portfolio management, and other financial instruments.
• Meet or exceed monthly and quarterly sales targets.
• Develop sales strategies to expand the client base and increase revenue.
• Market Research & Analysis
• Monitor financial markets, economic trends, and competitor offerings.
• Provide clients with insights and advice based on market analysis.
• Stay updated on new investment products and regulatory changes.
• Advisory & Consultation
• Advise clients on investment options, portfolio diversification, and risk management.
• Prepare and present investment proposals, financial reports, and performance analyses.
• Assist clients in achieving financial objectives through appropriate investment planning.
• Compliance & Documentation
• Ensure adherence to legal and regulatory requirements in all investment dealings.
• Maintain accurate records of client interactions, transactions, and investment portfolios.
• Coordinate with internal compliance and operations teams to ensure smooth execution of transactions.
• Collaboration & Reporting
• Work with portfolio managers, analysts, and other internal teams to deliver optimal solutions to clients.
• Provide regular sales and performance reports to management.
• Participate in team meetings and contribute to business development initiatives.

Key Skills & Competencies

• Strong sales and negotiation skills.
• Knowledge of financial markets and investment products.
• Excellent communication and interpersonal skills.
• Analytical and problem-solving abilities.
• Client-focused and target-driven mindset.

Job Type: Full-time

Pay: AED3,500.00 - AED4,000.00 per month