Sales Manager – Capital Markets

Posted: 1 month ago
Hires remotely in
Remote Work Policy

Remote only

Company Location
Visa Sponsorship

Not Available

RelocationAllowed
Skills
Sales
Lead Generation
Pricing Strategy
Client Relationship Management
Delivery Management
Proposal Development
Hiring contact
Shagun Dassi
Employee
image

About the job

We are seeking a sales professional with 4 - 8 years of experience to support business development initiatives within the Capital Markets domain for the US region. The role focuses on driving growth across middle-market investment banks, private equity firms, hedge funds, asset managers, wealth management firms, and institutional brokerage firms.

Key Responsibilities

New Client Acquisition-

  • Identify and engage prospective clients across investment banks, private equity firms, hedge funds, and asset management firms.
  • Drive end-to-end sales activities, including lead generation, qualification, proposal development, client meetings, negotiations, and deal closure.
  • Present and position capital markets solutions effectively to senior stakeholders and decision-makers.
  • Collaborate with delivery and leadership teams to craft tailored client solutions and compelling value propositions.
  • Support the preparation of client proposals, presentations, pricing models, and commercial discussions.
  • Build and maintain a strong sales pipeline across target accounts and sectors.
  • Represent the organization at industry events, conferences, and networking forums to generate leads and strengthen relationships.
  • Work with internal teams to identify emerging market trends and new business opportunities.

Business Expansion in Existing Accounts

  • Manage relationships with existing clients and identify opportunities for cross-selling additional services.
  • Coordinate with fulfilment and client service teams to ensure high-quality client engagement and delivery support.
  • Contribute to account planning initiatives and help drive growth within strategic accounts.
  • Track client requirements, ongoing opportunities, and account activities using CRM systems.
  • Partner with internal teams to ensure smooth project execution and high levels of client satisfaction.

Preferred Profile

  • 4–8 years of experience in sales or business development within capital markets, financial services, or related domains.
  • Strong understanding of investment banking, private equity, hedge funds, asset management, and institutional brokerage ecosystems.
  • Proven ability to build client relationships, manage sales pipelines, and contribute to revenue growth.
  • Excellent communication, presentation, and stakeholder management skills.
  • Experience working with CRM tools and collaborating across cross-functional teams.

Work Mode

  • Remote (US Region focus)

About the company

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