Fixed Income Manager - Investment Product Sales

Job highlights

Graduate or Postgraduate with 2-6 years of experience in the Investment product Sales

Location : Bhopal , Delhi , Hyderabad , Bangalore

Job description

To grow the business by achieving Fixed Income investment sales, via new customer acquisition, cross sell, up sell and repeat sales.

Role & Responsibilities: Achieve monthly Fixed Income (FI) sales targets.

- Gain knowledge about the FI investment products and options through market research, competition mapping and company learning resources.

- Proactively action the active and passive lead bank generated through marketing campaigns effectively, maximizing conversions and minimising time lags.

- Share feedback with Marketing on the quality of leads every week and actively participate in generating new leads and develop prospects.

- Build deep relationships with all HNI and UHNI clients by providing them with long term investment strategies and solutions that are customized to their needs.

- Identify new investment or cross selling opportunities with active clients and bring them to a successful sales closure.

- Continuous networking and engaging with clients to explore referrals for prospective new clients.

- Ensure all client enquiries and problems are responded to and resolved most efficiently.

- Ensure clients are on-boarded by ensuring and complying to all procedural and regulatory formalities.

- Generate FI client leads through open-source channels organically and through references

Desired Skills and Experience:

- Exceptional communication, relationship building and selling skills.

- Desire to work in a start-up investment boutique company.

- Strong problem-solving skills.

- Strong competency in client service.

- Sound knowledge about the various investment products, capital market and expertise in FI products.