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Punji Baazar
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Investment Product Sales Executive / Manager

Investment Product Sales Executive / Manager

0 - 5 years

|

3 - 7 Lacs

Chandigarh Gurugram

Posted:15 hours ago| Platform:

Apply

Skills Required

HNI Mutual Funds PMS Investment Products Aif Portfolio Management Private Banking Cross Selling Bonds Priority Banking HNI Acquisition Financial Advisory HNI Client Handling Wealth Management HNI Sales Ultra Hni Financial Products MF Investment Advisory Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Responsibilities

Actively sell financial investment products such as
PMS (Portfolio Management Services)
,
AIF (Alternative Investment Funds)
,
Mutual Funds
, etc.
Acquire and manage a portfolio of HNI and affluent clients.
Understand client financial goals and recommend suitable investment products accordingly.
Develop and maintain long-term relationships with clients for repeat business and referrals.
Coordinate with internal product teams and ensure seamless client servicing.
Track and report on sales targets, market trends, and customer feedback.

Desired Candidate Profile

Experience
: Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more experience will be considered for senior positions)
(Exceptional freshers with a passion for finance and investment may also be evaluated)
Gender
: Male/Female
Education
: Graduate/Postgraduate with a background or interest in Finance, Economics, or related fields.
Relocation
: Open to candidates from any location, provided they are willing to relocate to the posting location if required.

Key Skills

Strong communication and interpersonal skills.
Pleasant and professional personality.
Sound understanding of financial markets, investment instruments, and client servicing.
Ability to work independently and as part of a team.
Target-oriented mindset with a focus on growth and client satisfaction.

More Jobs at Punji Baazar

Investment Product Sales Executive / Manager

Chandigarh, Gurugram

Experience: Not specified

INR 3 - 7 Lacs

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