Senior Fixed Deposit Executive

Job title: Senior Fixed Deposit Executive

Company: Weekday AI


Job description: Job Description:This role is for one of the Weekday’s clientsMin Experience: 4 yearsJobType: full-timeWe 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.

Expected salary:

Location: India

Job date: Sat, 26 Jul 2025 01:03:19 GMT

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