Fixed Income & Mutual Funds Sales Executive at LeadCapital PLC

Job Summary:

• We are seeking a dynamic and results-driven Fixed Income & Mutual Funds Sales Executive to drive the distribution of fixed income products and mutual funds to individual and institutional clients. The successful candidate should have a strong understanding of capital markets, product knowledge, and a proven ability to build client relationships and achieve sales targets.

Key Responsibilities:

• Promote and sell fixed income products and mutual fund schemes to retail, HNI, and institutional clients.
• Build and maintain strong relationships with clients, financial advisors, and wealth managers.
• Conduct product presentations, portfolio reviews, and investment planning discussions with clients.
• Stay updated on market trends, interest rates, and fund performance to provide informed investment recommendations.
• Work closely with the product and investment teams to understand and communicate product features, benefits, and risk profiles.
• Achieve assigned sales and revenue targets through proactive business development.
• Ensure compliance with all regulatory and internal policies during sales processes.
• Generate regular reports on client meetings, pipeline activity, and sales performance.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 3–5 years of experience in mutual fund and fixed income product sales.
• Strong understanding of investment products, capital markets, and portfolio management principles.
• Excellent communication, negotiation, and interpersonal skills.
• Proven track record of meeting or exceeding sales targets.
• Ability to analyze market trends and client portfolios to recommend suitable investment options.
• Experience working with wealth management firms, banks, or AMC distribution channels.
• Familiarity with CRM tools and financial planning software.
• Ability to explain complex financial products in simple, client-friendly terms.