Senior Fixed Deposit Executive

2 days ago

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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 Requirements 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

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