Roles and Responsibilities:Develop and maintain client relationships:- Establish strong, trust-based relationships with clients to understand their investment needs and objectives.- Conduct regular meetings and follow-ups to ensure client satisfaction and retention.Portfolio Analysis and Management:- Perform comprehensive analysis of client portfolios and recommend appropriate adjustments based on market trends and individual goals.- Monitor investment performance and prepare detailed reports to communicate results to clients.Sales Strategy Implementation:- Develop and execute targeted sales strategies to expand the client base and increase portfolio assets.- Identify new business opportunities through research and networking to grow market share.Market Research and Trend Analysis:- Keep abreast of market developments and economic news to provide timely insights to clients.- Analyze competitive landscape to adjust strategies and offerings accordingly.Collaboration with Internal Teams:- Work closely with portfolio management and research teams to align sales strategies with market opportunities.- Coordinate with compliance and legal teams to ensure all sales practices adhere to regulations and standards.Client Education and Support:- Provide training and support to clients regarding investment products and services.- Prepare and present educational seminars or workshops to enhance clients' understanding of portfolio management.Achieve Sales Targets:- Set ambitious sales goals and work diligently to meet or exceed them.- Utilize CRM tools to track and manage sales pipeline effectively.Reporting and Documentation:- Maintain accurate records of client interactions and transactions.- Prepare reports on sales activities, pipeline status, and market feedback for management review. (ref:updazz.com)