Partnered with business development officers and relationship managers to acquire new clients. Sold investment products, including proprietary and non proprietary mutual funds, stocks, and bonds, to new and existing clients.
- Delivered leadership in establishing deep client relationships and delivering high levels of service to clients.
- Negotiated and collaborated with decision makers and decision influencers to help achieve investment goals.
- Retained 100% of clients while company merger was going on and upsold clients on new products.
- Achieved 105% of department sales goals by adding new clients and cross-selling/upselling existing clients.
- Oversaw $80M in client assets with a consistent increase in YOY results with strong closure rate and solid sales performance in new business opportunities.
- Performed equity/fixed-income research and helped develop strategies for dynamic asset allocation models.