Marketing & Sales Executive
Responsibilities:
Develop and Implement Marketing Strategies: Design and execute comprehensive marketing strategies tailored to target high-net-worth individuals and institutional clients within the wealth management and investment banking sectors.
Event Management: Plan, organize, and participate in events, seminars, and expos to promote company services and build relationships with potential clients. Ensure seamless execution of events to enhance brand visibility and attract prospects.
Tele Marketing and Cold Calling: Conduct proactive outreach via telephone calls to prospective clients to introduce our wealth management and investment banking solutions. Utilize persuasive communication skills to effectively convey the value proposition and generate leads.
Client Handling: Serve as a primary point of contact for existing and potential clients, addressing inquiries, providing personalized assistance, and fostering strong client relationships. Understand client needs and preferences to offer tailored financial solutions.
Advisor Handling: Collaborate with financial advisors and consultants to support client acquisition and retention efforts. Provide guidance and resources to advisors regarding marketing materials, client presentations, and sales techniques.
Qualifications:
Bachelor's degree in Marketing, Business Administration, Finance, or related field. MBA or professional certifications in marketing/sales would be advantageous.
Proven experience in marketing and sales roles within
1. The Wealth Management,
2. Investment Banking,
3. Financial Services Industry,
With a minimum of one year of relevant experience each.
Strong understanding of traditional marketing techniques, including event management, tele marketing, and cold calling. Experience in organizing and executing events and expos is highly desirable.
Excellent communication and interpersonal skills, with the ability to engage with clients, financial advisors,