MUTUAL FUND SALES EXECUTIVE
4 Nos.
144913
Full Time
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 5.00 LPA
Sales / BD
Security/Law Enforcement
Job Description:
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
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.
0–3 years of experience in financial product sales are welcome.
NISM Mutual Fund certification will be an added advantage.
Required Skills
0–3 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.
Self-motivated and result-oriented.
Sales through cold calling, networking.
Collaborate with team members to achieve better results.
Job Opening- 4
Client relationship management.
Basic understanding of financial markets and investment products.
Ability to achieve sales targets.
Self-motivated and result-oriented.
Sales through cold calling, networking.
Collaborate with team members to achieve better results.
Job Opening- 4
Company Profile
Our client is leading the way with innovative investment strategies tailored for success-driven HNIs and forward-looking corporations. Their vision is to transform and elevate the entire investment experience—making it more transparent, rewarding, and future-ready. With a strong focus on personalised solutions, cutting-edge insights, and long-term value creation, they aim to empower every investor to grow with confidence and clarity.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.