
Hiring Freshers For Field Sales @ Ltd
1 day ago
Job Title: Relationship Executive
Location: Secundrabad, Vijayawada
Department: Wealth Management / Investment Advisory
Employment Type: Full-time
About the Role
We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors.
Key Responsibilities
- Learn and understand various investment products (Mutual Funds, Insurance, FD etc.).
- Support in preparing financial plans, proposals, and investment presentations.
- Maintain client databases and ensure timely follow-up.
- Participate in client meetings (Online/Offline) to understand wealth advisory practices.
- Stay updated with market trends and financial news.
Skills & Competencies
- Good communication and interpersonal skills.
- Basic understanding of finance, investments, or economics (preferred but not mandatory).
- Eagerness to learn and adapt in a fast-paced environment.
- Strong analytical and problem-solving ability.
- Proficiency in MS Excel, PowerPoint, and basic reporting tools.
Eligibility
- Education: Graduate/Post Graduate
- Experience: Fresher (01 year).
- Certifications like NISM (Mutual Funds/Equity) will be an added advantage.
Benefits
- Comprehensive training on wealth management products & advisory services.
- Mentorship by industry professionals.
- Opportunity to build a long-term career in financial advisory.
If your interested share your cv to or WhatsApp your cv)
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