Senior Fixed Deposit Sales Executive

This role is for one of the Weekday's clients

Salary range: Rs 700000 - Rs 1200000 (ie INR 7-12 LPA)

Min Experience: 5 years

Location: Mumbai

JobType: full-time

Key Responsibilities:

• Acquire new clients and manage existing relationships to drive fixed deposit sales.
• Effectively communicate the features, returns, and benefits of fixed deposit products to clients.
• Achieve monthly and quarterly fixed deposit sales targets and support broader revenue goals.
• Execute lead generation strategies including client referrals, networking, and in-person meetings.
• Guide clients on market conditions, interest rate trends, and fixed deposit strategies.
• Ensure accurate and compliant documentation as per regulatory standards.
• Coordinate with internal operations and compliance teams for seamless transaction execution.
• Identify and promote cross-selling opportunities for products like mutual funds, PMS, loans, and insurance.

Candidate Requirements:

• Minimum of 4 years of experience in financial product sales, preferably in fixed deposits or fixed income instruments.
• Demonstrated ability to achieve sales targets and manage client portfolios effectively.
• Strong knowledge of fixed income markets, investor behavior, and interest rate dynamics.
• Excellent interpersonal, communication, and persuasive selling skills.
• Bachelor’s or Master’s degree in Finance, Business, Economics, or related disciplines.
• NISM or AMFI certification is a plus.

Key Skills:
Fixed Deposit Sales | Retail & HNI Client Management | Cross-Selling | Mutual Funds | PMS | Loans | NBFC | Banking | Financial Services