Senior Fixed Deposit Executive

This role is for one of the Weekday's clients

Min Experience: 4 years

JobType: full-time

We are seeking a results-driven and experienced professional to join as a Senior Fixed Deposit Executive. The ideal candidate will have over 4 years of experience in selling financial products, with a strong focus on fixed income instruments, particularly fixed deposits. This role involves sourcing new clients, managing existing relationships, and meeting fixed deposit sales targets, while identifying opportunities for cross-selling other investment solutions.

Key Responsibilities:

• Acquire new clients and maintain strong relationships with existing ones to drive fixed deposit sales.
• Effectively communicate the features, benefits, and returns associated with fixed deposit products to potential investors.
• Achieve assigned monthly and quarterly sales targets, contributing to the overall business growth.
• Implement lead generation strategies through networking, client referrals, and personal meetings.
• Advise clients on market trends, interest rate dynamics, and fixed deposit investment strategies.
• Ensure timely and accurate documentation in adherence to regulatory and compliance requirements.
• Work closely with operations and compliance teams to ensure smooth execution of transactions.
• Identify and pursue cross-selling opportunities for financial products such as mutual funds, PMS, loans, and insurance.

Candidate Requirements:

• A minimum of 4 years of experience in financial product sales, preferably with a focus on fixed deposits or other fixed income offerings.
• Proven success in achieving sales targets and building long-term client relationships.
• Strong knowledge of fixed income markets, interest rate trends, and investment strategies.
• Excellent interpersonal, communication, and negotiation skills.
• Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field.
• NISM or AMFI certification is a plus.