We are seeking a highly motivated and results-driven investment bankerwith experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3-6 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.
Key Responsibilities:
- Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
- Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
- Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
- Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
- Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
- Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
Key Requirements:
- Experience: 3-6 years of experience in investment banking, sales & trading, or a similar role in the financial services industry.
- Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
- Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
- Sales Mindset: A driven, target-orientated individual with a zest for selling and a passion for growing business.
- Educational Background: Must have a finance degree, or CFA, or professional certifications.
- Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
- Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
