Sales Executive

HDFC Mutual Fund; Chandigarh; On-site; INR 450,000 - 650,000; Full time

Job summary

HDFC Asset Management Company in Mumbai is seeking a full-time Sales Executive to build meaningful financial relationships with High Net Worth and Ultra High Net Worth clients, and to acquire new prospects through referrals.

You will elevate client experience by offering mutual fund and other investment solutions, drive growth for the firm, and leverage networking and selling skills to deepen relationships with HNI/UHNI clients.

Qualifications

• MBA - Finance (Full Time) or CA. Preference will be given to candidates who have completed their CFA / CFP certifications.
• 1.5-8 Years of experience in BFSI
• Strong knowledge of financial markets and investment products
• A go getter with exceptional networking and selling skills - Prior experience in handling client relationship will be preferred

Responsibilities

• Connect with assigned High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI) clients and family offices to build meaningful financial relationships.
• Acquiring new prospects through references to strengthen our client base.
• Elevate client experience and deepen relationships.
• Drive investment success by offering mutual fund / other investment solutions and support in financial growth.

Skills

Networking

Selling skills

Financial markets knowledge

Client relationship management

Education

MBA - Finance (Full Time) or CA

CFA / CFP certifications (preferred)

Job description

HDFC Asset Management Company is among India's leading asset management companies. Over the years, we have built a sound foundation based on transparency, effective governance and stakeholder trust. With an extensive range of investment solutions, we are empowering people to advance their financial growth and embark on the journey of wealth creation through disciplined investments.

Role Description:

This is a full-time, on-site Sales Executive role based in Mumbai. The key areas of responsibilities are as follows:

1. 1. Connect with assigned High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI) clients and family offices to build meaningful financial relationships.
2. 2. Acquiring new prospects through references to strengthen our client base.
3. 3. Elevate client experience and deepen relationships.
4. 4. Drive investment success by offering mutual fund / other investment solutions and support in financial growth.

Qualifications:

MBA - Finance (Full Time) or CA. Preference will be given to candidates who have completed their CFA / CFP certifications.

1. 1.5-8 Years of experience is BFSI
2. 2.Strong knowledge of financial markets and investment products
3. 3.A go getter with exceptional networking and selling skills - Prior experience in handling client relationship will be preferred