Sales Executive(Investment products)-Mumbai(Nariman Point)
1 Nos.
110780
Full Time
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
BFSI, Investments & Trading
Investment Banking / Venture Capital / Private Equity
Job Description:
Key Responsibilities:
- Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities,SIF, bonds, PMS, mutual funds and alternative investments fund strategies (AIFs), based on thorough market research and analysis.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
- Collaborating with internal teams, to offer comprehensive financial solutions to clients.
- Helping the company meet its financial objectives through personalized financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Skills & Competencies:
- Good understanding of stock market and mutual funds.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build trust and long-term client relationships.
- Proficiency in CRM tools and trading platforms (e.g., NSE NOW, BSE STAR MF).
- NISM Series V-A must (Mutual Fund) & VIII (Equity Derivatives) certifications are a plus.
Key Skills :
Company Profile
With decades of experience and a future-ready team, this leading investment and financial intermediary has built a strong reputation in India since 1992. Backed by a legacy that began with a membership at the Calcutta --- Exchange in 1960 and later expansion to NSE, the company has consistently demonstrated a commitment to ethical and effective transactions. Now with over 150+ employees and 90,000+ satisfied clients, it offers expert investment solutions and continues to foster a strong investment culture across the country. They provide ---s as---nbsp;Initial Public Offering, Sovereign Gold Bonds, Portfolio Management, Online Trading, Depository ---s, SLBM, NRI ---s, Calculators, EuTech.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.