Role Objective

To acquire and service investors by selling fixed income products through the brokerage and OBPP platform, with a focus on execution, relationship building, and revenue generation.

Key Responsibilities

• Support acquisition and management of retail and HNI investor relationships.

• Pitch bonds, NCDs, PTCs, and structured debt products under guidance from senior sales staff.

• Educate investors on yields, tenors, risks, and cash flow structures.

• Drive investor onboarding and assist in closing transactions on the platform.

• Achieve assigned monthly and quarterly sales targets.

• Maintain CRM records and track investor interactions.

• Coordinate with operations and product teams for smooth deal execution.

Key KPIs

• Assets mobilized and revenue generated

• Number of active investors onboarded

• Lead-to-conversion ratio

• Repeat investment and engagement rate

Required Qualifications & Skills

• 1–4 years of experience in financial product sales or relationship management

• Basic understanding of bonds and fixed income products

• Strong communication and persuasion skills

• Target-oriented and execution-driven approach

• Comfort working with digital investment platforms