Investment Executive

Job Title: Investment Executive-Sales

Location: Pitam Pura, New Delhi
Job Type: Full-Time
Experience Level: Fresher (0–1 year)
Industry: Financial Services / Investment Services

About Us:

Fund Masters Investment Services is a leading Investment Services Company offering a wide range of financial solutions including wealth management, mutual funds, portfolio management, and investment advisory. We are committed to empowering individuals and businesses with sound financial strategies and investment opportunities.

Job Summary:

We are seeking a highly motivated and enthusiastic Investment Executive-Sales to join our dynamic team. This is an excellent opportunity for fresh graduates who are passionate about finance and eager to build a rewarding career in the investment services industry.

Key Responsibilities:

• Identify and generate new business opportunities through networking, and referrals
• Understand client needs and recommend suitable investment products and financial services
• Support senior sales and advisory teams in client acquisition and onboarding processes
• Build and maintain strong relationships with clients and prospects
• Assist in preparing proposals, presentations, and marketing materials
• Stay up-to-date with market trends, financial products, and regulatory updates
• Achieve monthly and quarterly sales targets and performance benchmarks

Qualifications:

• BBA / MBA, Investment Finance, Economics, Marketing, Sales
• Strong interest in investment products, and capital markets
• Excellent communication and interpersonal skills
• Self-motivated with a strong desire to learn and grow in a sales-oriented role
• Basic knowledge of MS Office (Excel, PowerPoint, Word)
• Ability to work independently as well as part of a team

What We Offer:

• Structured training and mentorship to build core financial and sales skills
• Performance-based incentives and growth opportunities
• Exposure to a wide range of investment products and client segments
• A collaborative and dynamic work environment.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹25,000.00 per month

Application Question(s):

• Are you comfortable meeting new Clients and convincing them ?

Education:

• Bachelor's (Required)

Language:

• English, Hindi (Required)

Work Location: In person