We are seeking a seasoned Investment Coach to oversee high-value client relationships and deliver expert mutual fund and portfolio advisory services. This pivotal role involves conducting comprehensive portfolio assessments, accurately profiling client needs, and providing confident guidance across diverse fund categories to drive substantial investment growth. The ideal candidate will combine strong sales acumen with deep financial knowledge to foster long-term client engagement and consistently meet business targets through proactive outreach and strategic advisory conversations.

Responsibilities

Execute over 250 daily dial attempts to prospective and existing clients, prioritizing high-value interactions and conversion opportunities.
Maintain an average of three hours of talk time each day to ensure meaningful engagement with clients.
Fulfill monthly and quarterly business objectives by leveraging proactive outreach and delivering high-quality advisory sessions.
Uncover and pursue additional investment opportunities within the existing client base by leveraging a thorough understanding of their portfolios.
Cultivate and sustain robust, long-term relationships with clients, including those with high net worth.

Requirements

Requirements:

Proven experience in investment coaching with extensive knowledge of mutual funds and portfolio advisory.
Demonstrated ability to profile clients accurately and analyze fund factsheets and portfolio performance.
Strong sales and business development skills with a track record of meeting aggressive targets.
Excellent communication skills capable of advising confidently across various fund categories.
Experience in managing high-value client relationships and driving significant investment growth.

Client Success Executive

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