Investments And Marketing Executive

• Promote and sell investment products such as mutual funds, bonds, fixed deposits, PMS, and other wealth solutions.
• Conduct financial need analysis and recommend suitable investment advisory options.
• Manage client portfolios with regular reviews and updates.
• Ensure compliance with regulatory and internal guidelines.

Required Qualifications & Skills

• Bachelors degree in Finance, Business, Commerce, or related fields (MBA preferred).
• 15+ years of experience in financial services, wealth management, banking, or insurance sales.
• Certifications such as NISM (Mutual Funds) are preferred.
• Strong understanding of investment and insurance products.
• Excellent communication, negotiation, and customer-handling skills.