Investments And Marketing Executive (Vijayawada)

Investments And Marketing Executive (Vijayawada)

27 Sep
|
Sundaram Finance
|
Vijayawada

27 Sep

Sundaram Finance

Vijayawada

- Promote and sell investment products such as mutual funds, bonds, fixed deposits, PMS, and other wealth solutions.

- Conduct financial need analysis and recommend suitable investment advisory options.

- Manage client portfolios with regular reviews and updates.

- Ensure compliance with regulatory and internal guidelines.

Required Qualifications & Skills

- Bachelors degree in Finance, Business, Commerce, or related fields (MBA preferred).

- 15+ years of experience in financial services, wealth management, banking, or insurance sales.

- Certifications such as NISM (Mutual Funds) are preferred.

- Robust understanding of investment and insurance products.

- Excellent communication, negotiation, and customer-handling skills.

📌 Investments And Marketing Executive (Vijayawada)
🏢 Sundaram Finance
📍 Vijayawada

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