Ocean Finvest
Website:
oceanfinvest.in
Job details:
Company Description
Ocean Finvest, established in 2014, is a SEBI-registered RA and RIA investment advisory firm dedicated to delivering holistic wealth solutions for families and businesses. With a research-driven investing app, inXits, and a comprehensive suite of financial products including mutual funds, equity, fixed income, PMS, and insurance, Ocean Finvest is a trusted financial partner. The company focuses on teaching clients to think long-term, ignore market noise, and benefit from patience and compounding. Guided by strong ethics and a culture of innovation, Ocean Finvest fosters client success through tailored financial strategies and disciplined processes. Ocean Finvest is committed to hiring for character, training for excellence, and rewarding outcomes that benefit clients.
Role Description
This is a full-time on-site role located in Ahmedabad for an Institutional Sales professional. The selected candidate will be responsible for identifying, building, and maintaining relationships with institutional clients, managing sales processes for financial products, and providing tailored investment solutions. The role involves conducting market research, presenting investment strategies, driving revenue growth, and delivering exceptional client service.
Qualifications
- Expertise in Institutional Sales and Sales strategies
- Strong understanding and experience in Finance and Investments
- Knowledge of Trading practices and techniques
- Excellent communication, presentation, and negotiation skills
- Proficiency in developing and maintaining client relationships
- Ability to analyze market trends and deliver data-driven insights
- Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
- Experience in dealing with financial products like mutual funds, equity, fixed income, and alternative investments is an advantage
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