Sales & Relationship Managers – Investment & Financial Services

• Develop and maintain long-term relationships with individual and corporate clients. • Identify new business opportunities through networking, referrals, and market research. • Promote the company's investment, banking, and financial service solutions. • Understand clients' financial objectives and recommend suitable products and services. • Meet and exceed monthly and quarterly sales and business development targets. • Conduct client meetings, presentations, and follow-ups to build trust and generate business. • Ensure full compliance with company policies and regulatory requirements. • Maintain accurate client records and prepare regular sales and relationship management reports. • Collaborate with internal teams to ensure smooth onboarding and exceptional client service. • Stay updated on market trends, financial products, and industry developments. • Minimum 1 year of experience in finance, banking, or related sectors • Strong communication and client management skills • Results-driven with a proactive approach to business development • Lead Generator