Sales Executive (Investment products)

• Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients current financial situations and identify areas for growth and improvement.
• Developing personalized financial plans and investment strategies aligned with clients objectives and risk profiles.
• Recommending suitable investment products, such as equities,SIF, bonds, PMS, mutual funds and alternative investments fund strategies (AIFs), based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalized financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

• Good understanding of stock market and mutual funds.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build trust and long-term client relationships.
• Proficiency in CRM tools and trading platforms (e.g., NSE NOW, BSE STAR MF).
• NISM Series V-A must (Mutual Fund) & VIII (Equity Derivatives) certifications are a plus.

Key Skills :

• Equity & Derivatives Dealer
• Institutional Dealing