Sales Manager

Job summary

Acquire new clients for mutual funds, equity broking, and other financial services, while building relationships and recommending tailored solutions. Research market opportunities, implement sales strategies to meet targets, stay informed about industry developments, collaborate with internal teams, and maintain accurate client and transaction records.

Job details

info@altiusinvestech.com +91-6289225026 Sales Manager Altius Investech is a pioneering financial services firm offering innovative investment solutions. For over 20 years, we have delivered exceptional value through our groundbreaking online platform for buying and selling unlisted, pre-IPO, and ESOP shares of leading companies before listing. Headquartered in Kolkata with a global presence, Altius Investech is driven by skilled professionals dedicated to outstanding client service. Job Description Sales Professional - Equity Broking & Financial Services Altius Investech is seeking highly motivated Sales Professionals to join our team specializing in mutual funds, equity broking, private equity, unlisted shares, structured products, and ESOP shares. This role offers an excellent opportunity in a challenging yet rewarding sales environment. Responsibilities: Prospect and acquire new clients for our offerings across mutual funds, equity broking, and financial services Build and maintain strong client relationships, understanding needs to provide tailored solutions Conduct market research to identify opportunities and trends Develop and implement effective sales strategies to achieve targets Stay current on industry trends, regulations, and products Collaborate with internal teams to deliver comprehensive solutions Maintain accurate records of client interactions and transactions Qualifications Graduate degree; professional qualifications like CA, CFA or MBA preferred Proven sales experience, preferably in financial services Excellent communication, interpersonal and rapport-building abilities Strong analytical and problem-solving skills Self-motivated and driven to meet sales goals Proficiency in relevant software and technology Compensation & Benefits: Attractive monthly package of ₹50,000 + lucrative incentives up to ₹1 lakh ESOP worth ₹1 lakh per month Comprehensive benefits including health insurance and retirement planning Please apply through this link- https://my.redrob.io/jobs/667526c4e343a6303a2bb691 Industry- Financial Services Employment Type- Full-time Apply Direct Apply via LinkedIn India's most trusted Platform for Buying and Selling Unlisted Shares Social Media Join our WhatsApp Community Altius Investech Quick Links Career Press Blog CSR Channel Partner Trade Screener Newsletter Our Offices Registered Address 73A, GC Avenue, Kolkata - 700013 Corporate Address 501 Merlin Infinite DN-51, Sector V, Bidhannagar, Kolkata - 700091 Chennai Address 19/10, Guru Vappa Chetty Street, Chintadripet, Chennai - 600002 Dubai Address 2701, Executive Tower G, Business Bay, Dubai, UAE Andhra Pradesh and Telangana Address Flat no.101, Sai Residency, Nelson Mandela Park Road, Vijayawada - 520008 Altius Investech Private Limited Contact Us info@altiusinvestech.com +91-6289225026 +91-7980747893 Download Our App Startup India Certificate No. DIPP43865 CIN No. U74900WB2016PTC210376 Terms of Use | Privacy Policy | Disclosures Past Performance Trap Buying overvalued funds at their peak often leads to lower-than-expected returns. Lack of Oversight RMs juggle too many clients, offering generic advice instead of tailored strategies. Emotional Decisions Wrong sentiments lead to premature exits or missed opportunities. Lack of Consistency Investors fail to stay invested during market downturns, missing out on long-term gains. Investment Overlap Buying multiple funds with similar holdings – leads to index-like returns but with high fees. Misaligned Asset Allocation Portfolios drift from financial goals due to lack of rebalancing. Customised Solutions For clients with complex asset structures, we offer fully tailored solutions that blend Wills and Trusts. Ideal For: Families with multiple businesses & properties People needing both Will & Trust for different assets Those with philanthropic goals requiring structured donations CSR Project "Krishi Pragati: Enabling Climate-Smart Farming Collectives in West Bengal" Project LEISA (Low External Input Sustainable Agriculture): A step towards climate resilent farming Objectives: To promote sustainable agricultural practices through the adoption of Low External Input Sustainable Agriculture (LEISA) techniques in West Bengal, empowering farmers to increase productivity, reduce dependency on chemical inputs, and improve environmental and economic resilience. Impact Target: Improved Food Security: Empowering farmers with knowledge and tools to practice environmentally sustainable agriculture, minimizing the use of chemical inputs, and enhancing soil health. Economic Empowerment of Farmers: Improving farm productivity through cost-effective and eco-friendly farming practices, leading to better income and financial stability for small and marginal farmers. Enhanced Agricultural Biodiversity: Promoting crop diversification and agroecological practices to enhance biodiversity and resilience against climate change. Reduction in Environmental Footprint: Decreasing the use of harmful chemical fertilizers and pesticides, leading to improved soil quality, water conservation, and reduced pollution. Increased Knowledge and Capacity Building: Providing farmers with training, workshops, and support to build their capacity to implement LEISA practices and improve their farming techniques and build community resilience. Request a Quote Select a trade option Buy Sell Sales Manager Altius Investech is a pioneering financial services firm offering innovative investment solutions. For over 20 years, we have delivered exceptional value through our groundbreaking online platform for buying and selling unlisted, pre-IPO, and ESOP shares of leading companies before listing. Headquartered in Kolkata with a global presence, Altius Investech is driven by skilled professionals dedicated to outstanding client service. Compensation & Benefits: Attractive monthly package of ₹50,000 + lucrative incentives up to ₹1 lakh ESOP worth ₹1 lakh per month Comprehensive benefits including health insurance and retirement planning Please apply through this link- https://my.redrob.io/jobs/667526c4e343a6303a2bb691 Industry- Financial Services Employment Type- Full-time Apply Direct Apply via LinkedIn India's most trusted Platform for Buying and Selling Unlisted Shares Social Media Join our WhatsApp Community Altius Investech Quick Links Career Press Blog CSR Channel Partner Trade Screener Newsletter Our Offices Registered Address 73A, GC Avenue, Kolkata - 700013 Corporate Address 501 Merlin Infinite DN-51, Sector V, Bidhannagar, Kolkata - 700091 Chennai Address 19/10, Guru Vappa Chetty Street, Chintadripet, Chennai - 600002 Dubai Address 2701, Executive Tower G, Business Bay, Dubai, UAE Andhra Pradesh and Telangana Address Flat no.101, Sai Residency, Nelson Mandela Park Road, Vijayawada - 520008 Altius Investech Private Limited Contact Us info@altiusinvestech.com +91-6289225026 +91-7980747893 Download Our App Startup India Certificate No. DIPP43865 CIN No. U74900WB2016PTC210376

What you’ll do

Acquire new clients for mutual funds, equity broking, and other financial services, while building relationships and recommending tailored solutions. Research market opportunities, implement sales strategies to meet targets, stay informed about industry developments, collaborate with internal teams, and maintain accurate client and transaction records.

Requirements

A graduate degree is required, with CA, CFA, or MBA qualifications preferred. Candidates should have sales experience, preferably in financial services, strong communication and relationship-building abilities, analytical and problem-solving skills, motivation to meet sales goals, and proficiency with relevant software and technology.

Benefits

• Incentives up to ₹1 lakh
• Employee Stock Options worth ₹1 lakh per month
• Health Insurance
• Retirement Planning

Listed skills

• Problem solving · Preferred
• interpersonal skills · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Acquisition
• Client Relationship Management
• Sales Strategy
• Market Research
• Financial Services Sales
• Mutual Funds
• Equity Broking
• Private Equity
• Unlisted Shares
• Structured Products
• ESOP Shares
• Communication
• Interpersonal Skills
• Analytical Skills
• Problem-Solving
• Sales Target Achievement

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support