Investment Executive

7 days ago


Pitampura, Delhi, India Fund Masters Investment Services Full time ₹ 25,00,000 - ₹ 35,00,000 per year

Job Title: Investment Executive-Sales

Location: Pitam Pura, New Delhi

Job Type: Full-Time

Experience Level: Fresher (0–1 year)

Industry: Financial Services / Investment Services

About Us:

Fund Masters Investment Services is a leading Investment Services Company offering a wide range of financial solutions including wealth management, mutual funds, portfolio management, and investment advisory. We are committed to empowering individuals and businesses with sound financial strategies and investment opportunities.

Job Summary:

We are seeking a highly motivated and enthusiastic Investment Executive-Sales to join our dynamic team. This is an excellent opportunity for fresh graduates who are passionate about finance and eager to build a rewarding career in the investment services industry.

Key Responsibilities:

  • Identify and generate new business opportunities through networking, and referrals
  • Understand client needs and recommend suitable investment products and financial services
  • Support senior sales and advisory teams in client acquisition and onboarding processes
  • Build and maintain strong relationships with clients and prospects
  • Assist in preparing proposals, presentations, and marketing materials
  • Stay up-to-date with market trends, financial products, and regulatory updates
  • Achieve monthly and quarterly sales targets and performance benchmarks

Qualifications:

  • BBA / MBA, Investment Finance, Economics, Marketing, Sales
  • Strong interest in investment products, and capital markets
  • Excellent communication and interpersonal skills
  • Self-motivated with a strong desire to learn and grow in a sales-oriented role
  • Basic knowledge of MS Office (Excel, PowerPoint, Word)
  • Ability to work independently as well as part of a team

What We Offer:

  • Structured training and mentorship to build core financial and sales skills
  • Performance-based incentives and growth opportunities
  • Exposure to a wide range of investment products and client segments
  • A collaborative and dynamic work environment.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20, ₹25,000.00 per month

Application Question(s):

  • Are you comfortable meeting new Clients and convincing them ?

Education:

  • Bachelor's (Required)

Language:

  • English, Hindi (Required)

Work Location: In person



  • Pitampura, Delhi, India ef82fdbe-127b-41b9-bec8-8be13ba15712 Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    Job Title: Business Development ExecutiveLocation: Pitam Pura, New DelhiJob Type: Full-TimeExperience Level: Fresher (0–2 years)Industry: Financial Services / Investment ServicesAbout Us:Fund Masters Investment Services is a leading Investment Services Company offering a wide range of financial solutions including wealth management, mutual funds, portfolio...


  • Pitampura, Delhi, India Investkraft Full time ₹ 4,20,000 - ₹ 7,80,000 per year

    Note: - Looking for Femaled CandidateJob Responsibilities:Assist in onboarding clients interested in Unlisted Shares and Pre-IPO investments.Maintain relationships with HNIs, retail investors, and institutions for potential deals.Address client queries regarding share valuations, transaction processes, and investment related queries.Support in executing buy...


  • Pitampura, Delhi, India MAPSA & CO. Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Job Title: Relationship Manager – Equity Broking & Mutual FundsExperience: 1-2 years in broking / financial services (mandatory)Certifications: Mandatory – NISM VA (Mutual Funds Distributor)Role & Key Responsibilities* Serve as the primary point of contact for your client portfolio—manage and service existing clients to ensure satisfaction and...


  • Pitampura, Delhi, Delhi, India Tattvam & Co Full time

    **Job Title**: Client Acquisition Executive **Experience**: 3-4 Years **Location**: PitamPura, Delhi **Salary**: Up to ₹50,000 (Fixed) + Variable Pay **Industry**: Financial Services / Investment Banking **Segment**: SME-IPO / Business Development **Job Summary**: **Key Responsibilities**: - Identify and acquire new clients through networking, cold...


  • Pitampura, India GLC Wealth Advisor LLP Full time

    **Salary - Up to 30,000/pm** **Location - Pitampura - Netaji Subhash Place(North Delhi)** **Timings - 10am to 7pm (Mon-Sat)** Job duties: - 1. Providing legal assistance for the recovery of the client's unclaimed financial investments in shares/debentures/UTI/FDs/bank accounts/dividends. 2. Drafting of legal documents like affidavits, indemnity bonds,...


  • Pitampura, Delhi, Delhi, India Attitude Academy Full time

    **Job Details**: - V2r Advisors is a distinguished financial consultancy firm, recognized for its expert financial and investment advisory services. With a deep understanding of the market, they provide tailored financial solutions to businesses and individuals. V2r Advisors is known for its strategic guidance in wealth management, tax planning, and...

  • Social Media Intern

    2 weeks ago


    Pitampura, Delhi, Delhi, India Desvelado Advisory Pvt.Ltd. Full time

    Job Title: Social Media Intern Company: Desvelado Advisory Stipend: ₹10,000 per month (It is not a work from home role) Duration: 6 months (Option to convert to full-time based on performance) Location: Delhi About Desvelado Advisory: Desvelado Advisory is a equity research firm specializing in SME, MicroCap, and SmallCap stocks. We provide in-depth...


  • Pitampura, Delhi, Delhi, India ORGANIC MONK LLP Full time

    **Organic Monk LLP** **E-COMMERCE EXECUTIVE** **Organic Monk LLP** Organic Monk is a leading organization selling, developing, and managing farmlands in major agricultural regions, including Andhra Pradesh, Karnataka, and Tamil Nadu. OM helps its clients acquire farmlands hassle-free and affordable with a focus on sustainable and holistic living. We...

  • PPC Executive

    4 days ago


    Pitampura, Delhi, Delhi, India advanced computer network technology Full time

    **Job description** We are seeking a PPC (Pay Per Click) Manager to plan and run our PPC campaigns. You will be also required to track and manage our paid search budgets. As a PPC (Pay Per Click) Manager, you will be responsible to do search engine marketing (SEM) including search engine optimization (SEO) for our clients. For this position, you should be...


  • Pitampura, Delhi, Delhi, India Organic Monk LLP Full time

    **Organic Monk LLP** **SOCIAL MEDIA EXECUTIVE** **Organic Monk LLP** Organic Monk is a leading organization selling, developing, and managing farmlands in major agricultural regions, including Andhra Pradesh, Karnataka, and Tamil Nadu. OM helps its clients acquire farmlands hassle-free and affordable with a focus on sustainable and holistic living. We...


  • Pitampura, Delhi, Delhi, India ORGANIC MONK LLP Full time

    **Organic Monk LLP** **SOCIAL MEDIA EXECUTIVE** **Organic Monk LLP** Organic Monk is a leading organization selling, developing, and managing farmlands in major agricultural regions, including Andhra Pradesh, Karnataka, and Tamil Nadu. OM helps its clients acquire farmlands hassle-free and affordable with a focus on sustainable and holistic living. We...

  • Account Executive

    2 weeks ago


    Pitampura, Delhi, Delhi, India Quench & Company Full time

    Job Responsibilities: - Maintain all records like Vouchers, Receipts, Bills, and Payments.Bank Reconciliation, Payment Collection. - Monthly GST Working. - Reconciliation of Sundry Debtors & Creditors - Payment follows up by telephonic & mailing - Daily Stock maintains & Handling petty Cash Records. - Send Quotation and Purchase Order by Busy software as...

  • Gm Finance

    2 weeks ago


    Pitampura, Delhi, Delhi, India DIWAN MUNDHRA BROS. PVT. LTD Full time

    **GM Finance/CA** **Qualification -** **Professional qualification such as CA **with multidisciplinary experience across finance functions with a deep knowledge of the firm. or similar will be considered a plus. **Experience-** Minimum 12-15 Year of Experience **Salary - **50-80K **Job Location-**Pitampura, Delhi( We want person who put-up under 10Km...