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Field Executive

2 weeks ago

Chennai Tamil Nadu, India NIBS PHOENIX LLP Full time

Job Description: Field Executive - Finance (Mutual Funds, Wealth Management)

**Location**: Chennai

**Key Responsibilities**:

- Acquire and manage clients through field visits and relationship building.
- Promote mutual funds and wealth management products tailored to client needs.
- Assist with account setup, KYC, and investment documentation.
- Stay updated on financial trends and market opportunities.
- Achieve sales targets and prepare regular performance reports.

**Requirements**:

- Bachelor’s degree in Finance or related field.
- Strong communication and interpersonal skills.
- Knowledge of financial products and market trends.
- Willingness to travel locally for client visits.

Pay: ₹12,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Work Location: In person