Junior Investment Sales Executive

About the role

The Junior Investment Sales Executive will work on‑site for an asset management client, focusing on selling mutual fund products and generating new business opportunities. The role involves market research, lead qualification, client presentations and ongoing relationship management.

Key responsibilities

• Identify and develop new business opportunities for mutual fund products.
• Research companies and individuals, analyse financial data and generate qualified leads.
• Prepare and deliver presentations to prospective clients and convert leads into sales.
• Maintain client relationships, provide investment advice and ensure satisfactory service throughout the investment period.
• Report daily, weekly and monthly activity to the Head of Sales.

Required profile

• Minimum 2 years of sales experience in banking, finance or related fields.
• BSc in Finance, Economics, Marketing, Business Administration or related discipline.
• Proven track record in business development and sales strategy implementation.
• Strong analytical, problem‑solving and negotiation abilities.

Required skills

• Proficiency in Microsoft Office Suite.
• Experience using CRM software.