Equity Sales Manager - Financial Services

Responsibilities:

Client Relationship Management:

- Develop and maintain strong relationships with a designated client base.

- Understand client investment goals, risk tolerance, and financial needs.

- Provide personalized investment recommendations based on market analysis and client profiles.

Sales & Trading:

- Identify and qualify potential clients for equity investment opportunities.

- Execute trades on behalf of clients within the equity market.

- Monitor market trends and analyze financial data to identify profitable investment opportunities.

- Develop and implement sales strategies to achieve or exceed sales targets.

Market Analysis & Reporting:

- Stay up-to-date on economic and financial news to understand market trends.

- Conduct market research and analysis to identify investment opportunities.

- Prepare reports and presentations on market conditions and investment strategies.

Qualifications:

- Bachelor's/masters degree in Finance, Business Administration, or a related field.

- Minimum 1 year of experience in sales, preferably within the financial services industry.

- Strong knowledge of financial products and services, including equities, trading, stock markets, mutual funds, and investments.

- Ability to analyze financial data and market trends to make informed investment recommendations.

- Excellent communication, presentation, and interpersonal skills.

- Strong negotiation and persuasion skills.

- Ability to build trust and rapport with clients.

- Proven track record of achieving sales targets (if applicable).

NISM Series VII: Securities Operations and Risk Management Certification (highly desirable)