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Financial Product Sales Specialist

2 months ago

Dubai, Dubai, United Arab Emirates W Executive Full time
Job Summary

We are seeking a highly skilled Investor Relationship Manager to join our team at W Executive. As a key member of our sales team, you will be responsible for presenting, promoting, and selling our financial products to high net worth individuals and family offices.

Key Responsibilities
  • Product Promotion and Sales: Present and promote our financial products to potential customers, utilizing various methods including cold calling, mass mailing, and personal network connections.
  • Customer Relationship Management: Cultivate and sustain positive business and customer relations, addressing customer inquiries and concerns to optimize satisfaction.
  • Sales Objectives and Reporting: Attain agreed-upon sales objectives within designated timelines, providing detailed monthly reports on activities including contact volume, meetings, pipeline status, and ongoing projects.
  • Market Analysis and Customer Needs: Assess the market's potential and analyze customer needs, issues, interests, competitive landscapes, and opportunities for new offerings.
Requirements
  • Proven Track Record: Proven track record as a Sales Representative with a strong background in sales, negotiation, and communication.
  • Network and CRM Skills: Established network within Family Offices and among UHNWIs, proficiency in MS Office Suite, and familiarity with CRM systems.
  • Time Management and Organization: Effective prioritization, time management, and organizational abilities, with a capability to develop and deliver tailored presentations.
  • Relationship Management and Feedback: Aptitude for relationship management and receptiveness to feedback, with a strong ability to foster productive business relationships.