Job Description

" Steptrade Share Services Private Limited " is a leading financial services company specializing in Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). We pride ourselves on offering innovative investment solutions tailored to meet the unique needs of our clients. We are seeking a dynamic and results-driven Sales Executive to join our team and contribute to our growth. Please find our website for the further information: www.steptrade.capital

Job Summary:

The Sales Executive for AIF and PMS will be responsible for identifying, acquiring, and managing clients interested in Alternative Investment Funds and Portfolio Management Services. The ideal candidate will have a strong understanding of financial markets, excellent communication skills, and a proven track record in sales within the financial services industry.

Key Responsibilities:

• Identify and acquire new clients for AIF and PMS products.
• Build and maintain client relationships.
• Communicate product features and benefits effectively.
• Achieve and exceed sales targets.
• Stay updated with market trends and competitor activities.
• Conduct client meetings and presentations.
• Ensure accurate and compliant client documentation.
• Maintain accurate records and provide regular sales reports.

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Qualifications:

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field. MBA or relevant certifications (e.g., CFP, CFA) are a plus.
• Experience: Minimum of 1 -3 years of sales experience in the financial services industry, with a focus on AIF and PMS products.

Skills:

• Strong understanding of AIF and PMS products and the financial markets.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Strong negotiation and closing skills.
• Self-motivated and target-driven.

Job Type: Full-time

Pay: ?35,000.00 - ?50,000.00 per month

Schedule:

• Day shift
• Morning shift
• Rotational shift

Education:

• Master's (Preferred)

Experience:

• PMS OR AIF Salse: 1 year (Required)
• Financial Products sales: 1 year (Required)

Work Location: In person