Careers in Asset Management: Sales

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1:00 as sales person, 3 things
serve clients properly and maintain the relationship. bring in new business and pitch.
2:40 the organization. they pitch in client meetings. more senior more likely to be in the meeting.
build client book.
CRM: analyst, asso, VP, MD. prospecting.
4:15 3 kinds of client coverage. also split of regions.
6:10 look for people who can display good interpersonal skills and teamwork skills. having an entreprenuarial idea.
good for powerpoint skills, and great detail-ed focus. ability to hold the conversation.

judyl.
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Amongst a lot of channels on youtube, this one genuinely stands out. I've been watching a lot of related content and I find these videos well structured and conveyed well. I also appreciate your story shared in another video definitely motivating. I appreciate your work, cheers

Lucky-gobh
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Considering a sales job in investment management and this was exactly what I needed - thanks Afzal.

W.C.
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I was approached by a customer in my retail sales job to get into the sales side of his assets management company. I am doing my own research and came across this video. Me and the customer who approached me are having coffee in a few days to discuss this opportunity further. After watching this video i am very optimistic about it

XavierPlusRomeo
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Next week's video will include an end of year giveaway which you won't want to miss. Hit subscribe and turn on post notifications so you can be in with a chance to win! :D

AfzalHussein
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How bloody useful was this video! Thanks man!

HDKidt
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Great video - as always! A Video about the product side would be great

michaelhacker
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Need more people so spread this video more

tusharsandhal
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Can you make a detailed video on investment and product side too?

randomgamer
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Is being overqualified a real thing? a sme gave me that response two days ago.

TheAmrsadek
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Hello Afzal,
Could you make a video on how to get an analyst role at a hedge fund?

romythomas
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Do the asset management analyst team and asset management sale team have the salary differences since the main duty and skills are different, or they are earning the same if we talking about asset mng analyst and asset CRM analyst at the same year level ?
Thank you

yizhenmao
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Dear @Afzal, I have the chance to either do an internship at a local M&A botique or at J.P. Morgan AM sales support. I wanna go to investment banking later. Any advice on what i should do? Thanks community

strykot
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What do you do with CRM, with excel and so ?

yizhenmao
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Hey I really enjoyed the video, could you give us some info on salary/pay for sales roles within asset management?

TheBigBoss
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can i start my carrer as wealth manager in edelweiss financial services company

bhaskarsaikanth
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Hi Afzal,
Wanted to reach you where does Institutional Client Services fall within the organization?

jaredbein
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Hey but do we only have to use MS powerpoint? I mean we have so many other presentation softwares for presentations and data visualisations.

shravanivak
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hi Afzal, do you plan to make a video on trade finance ? Thankkks

vxroun
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Hi afzal, I don’t do a level maths so I won’t be able to do economics at a decent uni, what’s the best degree you recommend me take? I’m thinking business management or accounting.

Thanks in advance 🙏

IXINE-mqvp