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    Investment Sales Executive - Nairobi, Kenya - Dry Associates

    Dry Associates
    Dry Associates Nairobi, Kenya

    1 day ago

    Default job background
    Full time
    Description

    ABOUT THE COMPANY

    Dry Associates was established in 1994. Over the past two decades, the Company has developed particular expertise in Corporate Finance and Private Wealth Management.

    In Corporate Finance, Dry Associates has a reputation for raising capital that puts corporations on a sound financial footing. As a pioneer in capital origination in Kenya, Dry Associates has 22 years of experience raising short and long term capital for growing companies.

    JOB SUMMARY

    Contacting decision makers of high-profile companies/or individuals and setting up meetings.Assessing a client's risk profile and providing strategic advice across a variety of financial products and servicesAssessing client's overall financial picture, understanding their needs, and developing their ideal portfolioCultivate client base and build win-win relationshipsManaging client portfolios and maintaining a strong relationshipSuccessful Candidates for the Investment Executive position typically possess:An extremely outgoing, confident personalityBe self-motivated and be able to express themselves professionallyStrong communication, negotiation, and presentation skillsHave a serious interest in a long-term career in investment bankingAbility to analyse market's financial data and to provide appropriate data-based adviceAccuracy, attention to detail and the ability to explain complex information clearly and simplyProficient in Word, Excel, Outlook, and PowerPoint

    RESPONSIBILITIES

    Prospecting for New Business/Business Development:Initial phone prospecting for new business (cold calling)Prospecting through existing social and business networksNetwork, generate leads and grab opportunities to sell and meet sales quotasPreparation of lists of prospective/target clients & maintenance of target listsKeep abreast of new industry's trends and research markets to back up financial consultingClient Visitation, Presentation & Sales:Sales presentations/pitches of financial products to corporate and HNWI prospectsDistribution of up-to-date marketing materials to existing clients and prospectsDaily in-office and out of office meetings with prospects and clientsAssisting clients on filling out account opening documentation accuratelyFacilitation of client funds transfersFacilitation of documentation associated with placement of fundsClient Maintenance & Knowledge:Servicing of existing clients monthlyMaintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of, Fixed Income, Securities, Offshore Investments, Unit Trusts & Pension ProductsOversee the course of the portfolio and update it, if necessary, after quarterly client meetingsComply with all current industry rules and regulations.

    REQUIRED SKILLS

    Negotiation, Market research, intelligence, Sales strategy, Communication, Customer relations

    REQUIRED EDUCATION

    Bachelor's degree

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