Sales Manager (Investment Advisor)

About this role

Palton Morgan Holdings is seeking a Sales Manager (Investment Advisor) based in Lagos. The role involves driving revenue growth by identifying prospective investors, building client relationships, promoting investment opportunities, and leading sales activities in your market.

What you would do

• Develop and execute sales strategies to reach investment and revenue targets
• Identify, prospect, and convert high-net-worth individuals, corporate clients, and potential investors
• Build and maintain long-term relationships with existing and prospective clients
• Manage the full sales cycle from lead generation to onboarding
• Generate new business via referrals, networking, partnerships, events, and digital channels
• Maintain an active sales pipeline and provide accurate forecasts and reports

What they are asking for

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, Marketing, or a related field
• 3 to 7 years of proven experience in investment sales or related financial services
• Demonstrated track record of achieving or exceeding sales targets
• Strong understanding of investment products and financial markets
• Excellent prospecting, negotiation, presentation, and closing skills
• Strong relationship-management and client-service capabilities

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