Fixed Deposit Sales Executive

This role is for one of Weekday's clients

Min Experience: 4 years

Location: Mumbai

JobType: full-time

Fixed Deposit (FD) Sales Executive

Key Responsibilities:

• Lead Generation & Business Development:

• Identify and pursue new prospects through cold calls, references, digital platforms, and walk-ins to promote fixed deposit products. Build and maintain a healthy sales pipeline to ensure consistent monthly conversion rates.

• Client Acquisition & Relationship Management:

• Onboard new clients by pitching appropriate fixed deposit products tailored to their investment needs. Maintain long-term relationships with existing clients to drive repeat business and cross-sell opportunities.

• Product Expertise & Consultation:

• Provide clients with clear and accurate information regarding interest rates, tenure, liquidity, and benefits of various FD schemes offered by banks and NBFCs. Stay updated on all new product launches, policy changes, and competitive offerings in the market.

• Target Achievement:

• Consistently achieve and exceed monthly and quarterly sales targets by implementing effective sales strategies and maintaining discipline in follow-ups and client engagement.

• Documentation & Compliance:

• Ensure all client onboarding, KYC, and investment documentation are processed smoothly and in line with regulatory and compliance standards. Work with internal operations and compliance teams to ensure seamless execution of investments.

• Market Research & Reporting:

• Monitor FD rate trends, competitor offerings, and client feedback to identify areas of improvement. Prepare and submit periodic sales reports and performance metrics to senior leadership.

Required Skills & Qualifications:

• Minimum

  4 years of experience

  in Fixed Deposit sales, preferably with a Bank, NBFC, or Investment firm.
• Strong knowledge of

  corporate and retail FD products

  , interest rate dynamics, and financial services regulations.
• Excellent

  communication and persuasion skills

  , with the ability to build trust and influence client decisions.
• Proven experience in

  achieving sales targets

  , maintaining client databases, and nurturing long-term relationships.
• Basic proficiency in MS Excel, CRM systems, and digital communication tools.
• Ability to work independently with minimal supervision and manage multiple client interactions efficiently.

Preferred Attributes:

• Bachelor's degree in Commerce, Finance, Business Administration, or related fields.
• Prior experience in

  investment sales, wealth management, or financial planning

  will be an advantage.
• Deep understanding of the

  BFSI

  landscape, with a strong professional network in the investment ecosystem.