Job Summary
We are looking for a dynamic and target-oriented Mutual Fund Sales Executive to promote and sell mutual fund and other investment products. The candidate will be responsible for acquiring new clients, understanding their investment needs, providing suitable solutions, and building long-term client relationships.
Key Responsibilities
- Generate leads and acquire new clients for mutual fund investments.
- Promote and sell mutual fund other financial products based on clients requirement
- Conduct client meetings and investment presentations.
- Explain various investment options.
- Assist clients with account opening, KYC, and investment documentation.
- Follow up with existing clients for additional investments and SIP renewals.
- Achieve monthly and quarterly sales targets.
- Coordinate with the operations team for smooth transaction processing.
- Stay updated on market trends and mutual fund performance.
- Maintain accurate records of client interactions and sales activities.
Eligibility
- Graduate or MBA in Finance, Marketing, or a related field.
- 2–3 years of experience in financial product sales are welcome.
- NISM Mutual Fund certification will be an added advantage.
Required Skills
- Excellent communication and interpersonal skills.
- Client relationship management.
- Basic understanding of financial markets and investment products.
- Ability to achieve sales targets.
- Proficiency in MS Office and CRM software.
- Self-motivated and result-oriented.
- Sales through cold calling, networking.
- Collaborate with team members to achieve better results.
Job Type: Full-time
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
Work Location: In person
