25 Aug
|
Recognized
|
Mumbai
This role is for one of the Weekday's clients
Salary range: Rs 700000 - Rs 1200000 (ie INR 7-12 LPA)
Min Experience: 5 years
Location: Mumbai
JobType: full time
Key Responsibilities:
- Acquire new clients and manage existing relationships to drive fixed deposit sales.
- Effectively communicate the features, returns, and benefits of fixed deposit products to clients.
- Achieve monthly and quarterly fixed deposit sales targets and support broader revenue goals.
- Execute lead generation strategies including client referrals, networking, and in-person meetings.
- Guide clients on market conditions, interest rate trends, and fixed deposit strategies.
- Ensure accurate and compliant documentation as per regulatory standards.
- Coordinate with internal operations and compliance teams for seamless transaction execution.
- Identify and promote cross-selling opportunities for products like mutual funds, PMS, loans,
and insurance.
Candidate Requirements:
- Minimum of 4 years of experience in financial product sales, preferably in fixed deposits or fixed income instruments.
- Demonstrated ability to achieve sales targets and manage client portfolios effectively.
- Strong knowledge of fixed income markets, investor behavior, and interest rate dynamics.
- Excellent interpersonal, communication, and persuasive selling skills.
- Bachelor’s or Master’s degree in Finance, Business, Economics, or related disciplines.
- NISM or AMFI certification is a plus.
Key Skills:
Fixed Deposit Sales | Retail & HNI Client Management | Cross-Selling | Mutual Funds | PMS | Loans | NBFC | Banking | Financial Services
📌 Senior Fixed Deposit Sales Executive (Mumbai)
🏢 Recognized
📍 Mumbai