Investment Banking Manager-Sell Side
Job Description
Key Responsibilities
- Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
- Sell Shares & Securities: Proactively sell equities, securities, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
- Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
- Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
- Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
- Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
- Experience: 4-8 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
- Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
- Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
- Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business.
- Educational Background: A degree in Finance, Economics, Business, or a related field. Professional certifications.
- Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
- Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
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- Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business.
- Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations.
- Adaptability: Ability to quickly adapt to changes in the market and client requirements.
Skills: shares,negotiation,investment,presentation,investment banking,reporting & compliance,financial markets knowledge,trading platforms,equity securities,financial services,team collaboration,client engagement,market analysis,sales,sales & trading,attention to detail,client relationship management,communication,transaction execution,investment products