Job Description

Job Title: Investment Management Executive

Job Type:

Full-time

Experience Level:

Fresher / Experienced

Salary:

?15,000 - ?20,000 per month

:

We are looking for

motivated and customer-focused candidates

to join our team as

Investment Management Executives

. This role is open to

fresh graduates as well as experienced professionals

who are interested in client interaction, investment products, and sales-driven growth.

You will work with clients through

scheduled appointments

, helping them understand investment options and guiding them toward suitable financial plans.

Key Responsibilities:

Attend scheduled client meetings and calls Provide excellent customer service and resolve client queries Explain investment options, benefits, and risks in a clear manner Assist clients in planning investments based on short-term and long-term goals Participate in campaigns to engage new and existing clients Handle customer documentation and onboarding processes Ensure a smooth and positive client experience
Requirements:

Fresh graduates and experienced candidates are welcome Good communication and interpersonal skills Quick learner with adaptability to new concepts Passion for sales and customer engagement Ability to work effectively in a team Basic decision-making and problem-solving skills
What We Offer:

Comprehensive training on investment products and client handling Supportive and collaborative work environment Clear career growth and progression opportunities Performance-based incentives
Job Type: Full-time

Pay: ?15,000.00 - ?20,000.00 per month

Work Location: In person