01 Oct
|
Sundaram Finance
|
Chennai
01 Oct
Sundaram Finance
Chennai
:
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
1–5+ 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.
📌 Walk In Interview For Investment Managers Chennai
🏢 Sundaram Finance
📍 Chennai