83 Investment Sales Jobs

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensur...

- Banca Channel / General Insurance - Coordinate with Bank staff and make them sell general nsurance - Provide services & build good relationship with Bank customers - Target achievement Required Candidate profile - 1 year experience in Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

As an Investment Advisor specializing in Fixed-Income (Bonds) at Finzace, your role will involve the following responsibilities: - Make outbound calls to potential investors and understand their requirements - Educate and assist investors in selecting the right fixed-income products - Convert leads into successful investments and drive sales - Manage and nurture relationships with existing investors - Ensure smooth onboarding for new investors - Provide excellent service to help investors build strong portfolios Qualifications for this role include: - Strong communication and persuasion skills - Freshers passionate about finance and sales are welcome! - Prior experience in fintech or investm...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial liter...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial lite...

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

Leading financial services and wealth Mgt company requires Channel sales manager -Chandigarh/ Varanasi We are looking out for Channel sales manager- (Investment sales) for Chandigarh/Varanasi - Designation- Business Development Manager- Channel sales (Financial services) - Grade- Channel sales manager- Investment sales - Reporting To- Head - Business Development - Sub Function/Function- Sales - Location/Region- Chandigarh/ Varanasi Job Summary: - Proven sales experience, with a track record of success in Wealth Management. - Excellent communication and interpersonal skills - Strong financial acumen and understanding of investment products and services - Ability to work in a fast-paced, dynam...

As a senior sales manager for our upcoming land acquisition projects, your role will involve driving investments from investors who will participate through registered land ownership combined with equity participation in the project. We are seeking a professional with proven experience in handling HNI clients, luxury real estate, and investment sales. Key Responsibilities: - Identify, connect, and build relationships with HNI and NRI investors. - Present investment opportunities effectively, including land acquisition details, ROI, IRR, and exit strategies. - Manage the complete sales cycle from lead generation to investor meetings to deal closure and documentation support. - Conduct present...

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotia...

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotia...

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.

- Tele Sales Channel / inside sales - Handling life Insurance sales - Handing a tele sales team and drive business to achieve the target - Need to get business from mapped executives - Build good relationship with partner & customer Required Candidate profile - 6 months experience in life insurance - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to work under target pressure Perks and benefits Monthly travel allowance and incentives

As a motivated graduate or management trainee in the Real Estate domain, you will be part of a dynamic team at a company based in Noida. The program is designed to equip you with essential skills in investment sales, client management, and relationship building to kickstart a successful career in the real estate sector. Your key responsibilities will include: - Undergoing training on real estate investment products and market analysis. - Assisting with client outreach through calls, meetings, and presentations under proper guidance. - Shadowing team members for property presentations, consultations, and site visits. - Learning to pitch commercial real estate as a secure and high-return inves...

- Digital Sales Channel / Life Insurance - Online leads / Existing customer base will be provided - Sell them Insurance solutions & Also need to generate leads from them - Provide services & build good relationship - Target / rewards achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

Responsible for acquiring prospective investors through cold calls, meetings & networking. Present investment opportunities, build strong client relations, achieve targets & drive investments for a Real estate holdings Company at North Kerala Required Candidate profile Graduate/Postgraduate with 2–6 yrs in sales/BD/investment/wealth/real estate/banking. Strong in communication (English & Malayalam),Target-driven, self-motivated & keen to build investor relationships Perks and benefits Salary, Expens,Both Monthly & Quarterly Incentives

In this role at HGB Fin, you will play a crucial part in driving investment inflows and fostering long-term relationships with investors. Your primary responsibilities will include: - Proactively identifying and approaching potential investors, including individuals, firms, and institutions, to present funding opportunities offered by HGB Fin. - Developing and delivering compelling presentations, proposals, and investment decks tailored to diverse investor profiles. - Building, nurturing, and maintaining strong relationships with current and prospective investors to ensure long-term engagement. - Staying updated on all active and upcoming projects under HGB Fin to effectively match investor ...

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

Key Responsibilities: Client Acquisition and Relationship Management: Identifying and cultivating new clients Sales of various financial instruments, such as stocks, bonds, and other investment products. Investment Strategy Development: Understanding client financial goals and risk tolerance, and developing tailored investment strategies. Communication and Education: Educating clients about investment products and communicating financial information clearly. Strong Communication Effectively communicating financial information and building strong client relationships. Financial Product Knowledge: Understanding various investment products and market dynamics

- Bank Assurance Channel / Life Insurance - Manage partner team, Need to get business from mapped bank branches - Handing the partner bank staff and drive business to achieve the target - Build good relationship with bank staff and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel / Life Insurance - Manage partner team, Need to get business from mapped bank branches - Handing the partner bank staff and drive business to achieve the target - Build good relationship with bank staff and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel / Life Insurance - Manage partner team, Need to get business from mapped bank branches - Handing the partner bank staff and drive business to achieve the target - Build good relationship with bank staff and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel / Life Insurance - Manage partner team, Need to get business from mapped bank branches - Handing the partner bank staff and drive business to achieve the target - Build good relationship with bank staff and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives