Financial Advisor at Actserv

Key Duties and Responsibilities:

• Market research and analysis
• Fearless cold calling for business generation
• Participate in product launches and campaigns
• Client engagement and relationships management
• Skillfully closing sales and meeting the allocated sales targets
• Quality lead generation and effective follow-up on prospective opportunities
• Recommend and execute business strategies in line with the company’s objective
• Assess clients’ needs and goals to sell & cross-sell Arima investment products and services
• Ensure compliance with regulatory requirements, including CMA regulation on private offers
• Performing other related tasks as may be assigned from time to time.

Qualifications:

• Bachelor’s degree in Sales and Marketing or other relevant business-related field
• 1-2 years’ experience selling a financial product or in a sales role in the Financial Services industry
• Investment industry knowledge – an added advantage.
• Commitment to professional values and integrity
• Displays initiative, self-drive, ownership of work, adaptability and flexibility
• Strong prospecting, salesmanship, negotiation, communication, networking, client relations, problem-solving & computer skills