Investments
Sundaram Finance — Mumbai, MUMBAI
Apply Now
Job Description
Role Purpose
To drive investment product sales, enhance customer portfolio penetration, ensure regulatory compliance, and provide advisory support on investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, and other approved investment solutions offered by the organization.
Key Responsibilities
Business Development
- Achieve investment business targets assigned by the organization.
- Generate revenue through cross-selling and up-selling of investment products.
- Acquire new HNI, UHNI, and retail investment customers.
- Increase AUM (Assets Under Management) and customer wallet share.
Relationship Management
- Manage and deepen relationships with existing customers.
- Conduct portfolio reviews and recommend suitable investment products.
- Provide market updates and investment insights to customers.
- Handle customer queries and ensure high service levels.
Investment Advisory & Product Management
- Promote Mutual Funds, Corporate FDs, Bonds, NCDs, PMS, AIFs, and Insurance products as per suitability norms.
- Coordinate with product partners and fund houses.
- Ensure customer risk profiling and suitability assessment before recommendations.
Compliance & Governance
- Ensure adherence to SEBI, AMFI, RBI, and internal compliance guidelines.
- Maintain proper documentation and audit readiness.
- Ensure KYC and AML compliance requirements are fulfilled.
Team & Stakeholder Coordination
- Support branch teams in identifying investment opportunities.
- Conduct product training and awareness sessions.
- Coordinate with operations, compliance, and product teams for seamless execution.
Key Performance Indicators (KPIs)
- Investment Revenue
- Assets Under Management (AUM)
- SIP Book Growth
- Number of Active Investment Clients
- Product Penetration Ratio
- Cross-sell Revenue
- Customer Retention Rate
- Compliance Score
Educational Qualification
- MBA (Finance/Marketing) / PGDM
- NISM / AMFI certification preferred
Experience
- 4-8 years in Investment Services, Wealth Management, NBFC, Banking, Mutual Fund Distribution, or Financial Services.
- Experience in investment product sales and relationship management preferred.
Key Competencies
- Investment product knowledge
- Wealth advisory skills
- Relationship management
- Business development and sales orientation
- Analytical ability
- Communication and presentation skills
- Customer-centric approach
- Regulatory awareness
Preferred Industry Background
- NBFC
- Private Bank
- Wealth Management Firm
- Mutual Fund Distributor
- Stock Broking / Financial Advisory Services
Frequently Asked Questions
What are the eligibility criteria for the Investments job at Sundaram Finance?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Investments at Sundaram Finance?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Investments at Sundaram Finance.
Is prior experience required for this position?
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Investments role at Sundaram Finance?
You can apply directly using the Apply Now button on this page, which will take you to Sundaram Finance's application process for this role.
Chat us
Call us