Investment Sales Professional
2 weeks ago
Numeral XII (Pty) Ltd. is seeking a highly skilled Investment Sales Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with investors, identifying new business opportunities, and driving sales growth.
Key Responsibilities:- Meet with potential investors to discuss investment opportunities and build relationships
- Grow and develop the investor club membership
- Develop and deliver presentations to potential investors to secure new business
- Manage and convert leads into sales, ensuring timely and accurate capture of outcomes
- Provide exceptional customer service, answering questions, and providing information to clients
- Cold call and respond to inbound calls in a timely and friendly manner
- Evaluate investor problems and provide effective solutions
- Respond to investor needs and provide personalized service
- Provide information on company products or services and generate interest in the offer
- Upsell products and services
- Research and gather information using available resources
- Make relevant notes from investor interactions
- Identify and address investor issues
- Report on investor feedback
- Manage and update investor databases
- Follow up on investor calls
- Enhance investor loyalty through exceptional customer experience
- Strong relationships-building skills and ability to identify problems
- Analysis and problem-solving skills to develop alternative solutions
- Ability to evaluate options, establish priorities, and anticipate outcomes
- Effective communication and negotiation skills
- Empathy and excellent verbal and written communication skills
- Ability to work collaboratively with the team to achieve common goals
- Highly organized and disciplined with a willingness to learn
- Confident and resilient with a positive attitude
- High attention to detail
- Matric certification
- 4 years of solid sales experience
- Familiarity with telephone and computer technology
- Experience in the financial services industry (preferred)
- Proven sales and target achievement experience
- Customer service experience
- Ability to handle pressure
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Investment Sales Professional
4 weeks ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeJob Title: Investment Sales SpecialistNumeral XII (Pty) Ltd. is seeking a highly skilled Investment Sales Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with investors, identifying new business opportunities, and driving sales growth.Key Responsibilities:Meet with potential...
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Investment Sales Representative
1 week ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeJob Title: Investment Sales SpecialistNumeral XII (Pty) Ltd. is seeking a highly skilled Investment Sales Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with investors, identifying new business opportunities, and driving sales growth.Key Responsibilities:Meet with potential...
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