Trust Group - Management Trainee - Non Institutional Sales

About Trust:

TRUST is India's leading Institutionalized Multi-Line & Multi-Asset Financial Services Platform. With over 20 years of experience, we provide solutions and services across multiple asset classes like debt, equity and real estate.

Roles and Responsibilities:

- Identify, acquire, and onboard new clients by understanding their financial needs and goals.

- Maintain strong client relationships by providing regular updates on market trends, investment opportunities, and new product offerings.

- Conduct market research and analysis to support debt issuance activities and investment strategies.

- Engage with a diverse client base, including High Net Worth Individuals (HNIs), corporations, family offices, and wealth management firms.

- Organize and participate in client meetings to establish trust and long-term partnerships.

- Prepare and maintain investment portfolios, financial data sheets, and performance dashboards for client reporting.

Qualifications:

MBA in Finance or Marketing (or equivalent).

Key Skills and Competencies:

- Strong ability to work independently with a goal-oriented approach.

- Fundamental understanding of financial markets and investment instruments.

- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

- Excellent communication, interpersonal, and presentation skills.

- Analytical mindset with attention to detail in financial reporting and research.