• Develop and execute strategic sales plans to achieve company revenue targets.
• Sell investment portfolios and financial products to prospective and existing clients.
• Build and maintain strong relationships with high-net-worth individuals, investors, and corporate clients.
• Lead, train, mentor, and manage the sales team to improve productivity and performance.
• Set sales targets, KPIs, and performance benchmarks for the sales department.
• Monitor sales activities and prepare regular performance reports for the CEO.
• Identify new business opportunities, partnerships, and market expansion strategies.
• Collaborate with marketing and executive leadership to optimize lead generation campaigns.
• Ensure compliance with company policies and investment sales regulations.
• Conduct market research and competitor analysis to stay ahead of industry trends.
• Attend client meetings, investment presentations, and networking events on behalf of the company.