Role Overview:

The Investment Sales Executive is responsible for acquiring new clients and promoting investment products, including Mutual Funds, Equity, SIPs, Insurance, PMS, Bonds, IPOs, and Currency trading. The role focuses on client acquisition, relationship building, and achieving sales targets to drive revenue growth for the branch.

Role & responsibilities

- Acquire new clients through cold calling, referrals, and meetings
- Advise clients on Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs, and Currency products
- Understand client financial goals and recommend suitable investment solutions
- Build and maintain long-term client relationships
- Cross-sell and up-sell wealth management products
- Share market updates, research reports, and new investment opportunities with clients
- Assist clients with account opening, KYC, and investment documentation
- Provide post-sales support and ensure client satisfaction & retention
- Achieve individual sales targets and contribute to branch AUM growth
- Maintain client data, sales reports, and system entries
- Support branch-level sales and promotional activities

Preferred candidate profile





- Freshers with NISM certification are welcome
- Candidates with any BFSI experience preferred
- Experience in Sales / Business Development is an added advantage
- Good communication and client-handling skills
- Willingness to work in a target-driven sales environment
- Interest in Equity, Mutual Funds, and Wealth Management

- Graduate in any discipline
- 6 Months year experience in financial product sales / investment advisory
- Strong knowledge of Equity, Mutual Funds, SIPs, and basic market concepts
- NISM Series V / AMFI certification (Preferred)
- Excellent communication and interpersonal skills
- Sales-driven with target-oriented mindset
- Positive client handling and relationship management skills
- Willing to do field sales and client meetings
- Basic computer knowledge and CRM/system usage

Contact HR Details

HR Contact: Jackson J

Designation: Assistant Manager HR

Contact Number: (phone hidden)

Our HR team will contact shortlisted candidates.

📌 Investment Sales Executive (Bengaluru)
🏢 Trinity Skill Works
📍 Bengaluru