Key Responsibilities
1. Sales & Business Development
· Acquire new clients for mutual fund investments through direct sales and referrals
· Promote mutual fund products across equity, debt, and hybrid schemes
· Achieve assigned monthly and quarterly sales targets
· Generate leads through networking, cold calling, and client meetings
· Cross-sell mutual funds to existing customers
2. Client Relationship Management
· Understand client investment goals and risk profiles
· Recommend suitable mutual fund schemes based on client needs
· Maintain long-term relationships with clients
· Provide periodic portfolio updates and investment reviews
· Handle client queries and ensure high service standards
3. Market & Product Knowledge
· Stay updated on mutual fund schemes and market trends
· Track NAV movements and performance of schemes
· Educate clients on SIPs, lump-sum investments, and portfolio diversification
· Assist clients with SIP registrations and transactions
4. Compliance & Documentation
· Ensure completion of KYC and regulatory documentation
· Follow AMFI and SEBI compliance guidelines
· Maintain accurate client records and reporting
· Ensure proper documentation of transactions
Key Requirements
Educational Qualification
· Graduate in Commerce / Finance / Business Administration preferred
· MBA (Finance/Marketing) — Preferred but not mandatory
Preferable Certification
· AMFI/NISM Series V-A Certification Mutual Fund Distributor Certification
Experience
o 3–5 years experience in Mutual Fund Sales/ Wealth Management/Financial Product Distribution/Banking or NBFC Sales
o Preference for proficiency in mutual fund softwares
Skills Required
· Strong communication and negotiation skills
· Client relationship management ability
· Knowledge of mutual fund products
· Target-driven and result-oriented mindset
· Basic understanding of financial markets
Proficiency in MS Excel and CRM tools
Job Type: Permanent
Pay: ₹40,000.00 - ₹85,000.00 per month
Benefits:
Work Location: In person
