Job Description

• Identify sales opportunity 
• Follow leads, prospect, network, develop referrals to close sale
• Maintain an updated sales pipeline
• Effectively maintain a high prospect base as determined by Head of Department
• Set up and coordinate presentations to prospective clients and educate prospects on the company’s product
• Update meeting template on daily basis
• Keep and manage a prospecting diary to effectively schedule client meetings and visits 
• Update sales activities on daily basis and submit weekly report as required by Head of Department
• Evaluate costs and revenue of all prospects to effectively manage resources 
• Ensure compliance with internal and external rules, policies and procedures as well as regulatory requirements
• Ensure new clients are processed within scheduled and first payment are received 
• Achieve and exceed financial and operational targets 
• Other duties as assigned

Required Skills or Experience

Education and Experience

• A minimum of first degree in marketing
• Requires 3+ years sales experience within the financial services industry
• High energy, solutions oriented with a positive attitude
• Demonstrates knowledge and understanding of current market conditions 
• Demonstrates the understanding of different asset classes and how they relate to and interact with each other in various, current market conditions 
• Proven ability to be successful with clients and prospects in face-to-face meetings, phone based relationships and via email
• Must have 2+ years driving experience, and possess driving license

Skills/Personal Attributes 

• Self-starter who can work independently and for long hours
• Strong passion and desire for sales 
• Strong selling skills with demonstrated success in meeting sales targets
• Competitive and result oriented
• Assertive and motivated to achieve success  
• Ability to develop and maintain strong business relationship
• Excellent presentation skills, and an effective communicator 
• Ability to drive and possess valid driving license  
• Proficiency in Microsoft Office: Word, PowerPoint, Excel and Outlook 
• Coachable