Sales & Marketing Executive (Wealth Insurance)

Key Responsibilities:

• Manage and grow business from existing clients while acquiring new clients.
• Maintain regular follow-ups with clients regarding portfolio performance and investment opportunities.
• Recommend scheme changes or portfolio rebalancing for underperforming investments.
• Schedule and conduct client meetings to review portfolios and discuss financial goals.
• Inform and advise clients about new investment products and opportunities.
• Build and maintain long-term client relationships through regular engagement and service.

Products Handled:

• Mutual Funds
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Bonds
• Fixed Deposits (FDs)
• Non-Convertible Debentures (NCDs)

Requirements:

• Minimum 5 years of experience in wealth management, investment advisory, or financial product sales.
• Strong understanding of investment products and financial markets.
• Excellent communication, relationship management, and client servicing skills.
• Self-driven with a client-focused and target-oriented approach.