Job Title: Sales & Marketing Executive – Mutual Funds
Job Summary:
We are seeking a motivated Sales & Marketing Executive with knowledge of mutual funds to acquire new clients, build relationships, and promote investment products. The ideal candidate should have strong communication skills, sales experience, and a basic understanding of financial markets and mutual fund investments.
Key Responsibilities:
- Generate leads and acquire new customers.
- Promote and sell mutual fund investment products.
- Explain mutual fund schemes and investment benefits to clients.
- Build and maintain long-term client relationships.
- Achieve monthly and quarterly sales targets.
- Conduct client meetings, presentations, and follow-ups.
- Coordinate with internal teams for documentation and account opening.
- Stay updated on market trends and mutual fund performance.
- Ensure compliance with regulatory guidelines.
Requirements:
- Bachelor's degree in Commerce, Business, Finance, Marketing, or a related field.
- 1–3 years of experience in sales, marketing, banking, insurance, or financial services.
- Knowledge of mutual funds and financial products.
- NISM Mutual Fund certification is preferred.
- Strong communication, negotiation, and presentation skills.
- Ability to work independently and achieve sales targets.
- Proficiency in MS Office and CRM tools is an advantage.
Preferred Skills:
- Customer relationship management.
- Lead generation and conversion.
- Sales and marketing strategies.
- Financial planning basics.
- Teamwork and problem-solving.
Pay: ₹10,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Paid sick time
- Provident Fund
Work Location: In person
