Executive / Sr. Executive (Retail Sales)

1–5 years of relevant experience in banking, financial services, investment advisory, or the insurance industry.

Sound knowledge of capital market instruments, mutual funds, financial products, and investment-related services.

Strong communication, presentation, negotiation, and interpersonal abilities.

Proficient in MS Office applications, including Excel, Word, and PowerPoint, with basic reporting skills.

Promote and sell equity and fixed-income mutual fund products to prospective investors.

Clearly communicate product features and benefits to potential clients and encourage investment decisions.

Meet and exceed monthly sales targets through effective sales strategies.

Develop and maintain strong, long-term relationships with clients.

Deliver excellent customer service while expanding the potential investor base.

Identify and generate qualified leads and conduct client visits when required.

Handle both inbound and outbound sales calls professionally.