SALES EXECUTIVE

DUTIES AND RESPONSIBILITIES

Sales and Business Growth

• Develop and implement sales plans to meet company goals.
• Identify and reach out to potential clients through, networking and research.
• Negotiate and close deals with new and existing clients.
• Review sales data to track progress and improve results.

Relationship Management

• Build and maintain strong relationships with clients.
• Understand client needs and provide suitable investment solutions.
• Ensure client satisfaction through regular follow-ups and support.

Customer Experience

• Deliver excellent service throughout the sales and onboarding process.
• Respond promptly to client inquiries and feedback.
• Maintain a professional and helpful attitude in all client interactions.

Marketing

• Support marketing campaigns and promotional activities.
• Collaborate with the marketing team to attract and retain investors.
• Provide insights from client interactions to improve marketing strategies.

Risk and Compliance

• Ensure adherence to capital markets rules regulations and fund investment policies.
• Report any potential risks or irregularities in client dealings.
• Ensure all client information and transactions are handled with confidentiality and

accuracy.

KEY REQUIREMENT SKILLS AND QUALIFICATION

• Degree or Diploma either in Finance, Business, Economics, or related field.
• 1-2 years’ experience in financial services sales is an advantage.
• CIFA qualification (added advantage) or willingness to pursue.
• Sales track record and ability to meet targets.
• Strong communication, networking, and presentation skills

HOW TO APPLY

• If you meet the above qualifications, skills and experience share CV on This email address is being protected from spambots. You need JavaScript enabled to view it.
• Interviews will be carried out on a rolling basis until the position is filled.
• Only the shortlisted candidates will be contacted.