Sales Person - CASHMART CAPITAL

About

To drive capital mobilization and portfolio growth by identifying and onboarding high-net-worth individuals and corporate investors. The Investment Sales Associate acts as a strategic financial partner, providing sophisticated investment solutions that align with Cashmart Capital’s long-term wealth creation philosophy.

Responsibilities

• Capital Mobilization: Meet and exceed monthly and quarterly investment targets through proactive prospecting and relationship management.
• Consultative Selling: Conduct deep-dive financial needs assessments for clients, moving beyond "product pushing" to strategic wealth advisory.
• Relationship Management: Build and maintain a high-quality pipeline of HNIs (High-Net-Worth Individuals), Investment Groups (Chamas), and Corporate entities.
• Market Intelligence: Stay updated on macro-economic trends, NSE performance, and alternative investment shifts to provide expert advice to clients.
• Brand Ambassadorship: Represent Cashmart Capital at high-level networking events, conferences, and investment forums.

Qualifications

• Education: Degree/diploma in Finance, Economics, Marketing, or a related field.
• Certification: Progress toward CISI (Chartered Institute for Securities & Investment) or equivalent financial certifications is a major advantage.
• Track Record: Proven ability to move "big ticket" volumes and manage a premium client book.