Marketing Personnel & Equity -Mutual Fund

Job Description:

Job Title: Marketing Personnel & Equity -Mutual Fund
Location: Kolkata, West Bengal
Job Type: Full-Time
Industry: Financial Services / Stock Market / Equity / Mutual Funds

Company Overview

We are a growing mutual fund company committed to delivering trusted investment solutions. We are looking for dynamic and results-driven marketing professionals to join our team and play a key role in expanding our market presence and customer base.

Key Responsibilities

• Develop and execute marketing strategies to promote mutual fund products
• Identify potential clients and maintain relationships with distributors, IFAs, and channel partners.
• Explain investment products and market-related information to prospective clients in a clear and professional manner.
• Identify business opportunities through direct marketing, referrals, networking and other channels.
• Coordinate with clients regarding account opening, documentation and onboarding requirements.
• Maintain regular communication with clients and provide appropriate product/service information.
• Support equity-related business development and client servicing activities.
• Monitor market trends, equity-market developments and competitor activities.
• Coordinate with internal teams for smooth execution of client requirements.

Qualification:

• Graduate in Commerce, Finance, Marketing, Business Administration or a related field.
• MBA/PGDM in Finance or Marketing will be an added advantage.

Experience:

• 1–3 years of experience in equity, stock broking, mutual funds, financial services, banking or financial-product marketing preferred.
• Freshers with strong communication skills and knowledge of the stock market may also be considered.

Required Skills

• Good knowledge of Equity/Mutual Fund and basic financial products.
• Strong communication and interpersonal skills.
• Good client relationship and business-development skills.
• Ability to generate leads and convert prospects into clients.
• Target-oriented and self-motivated approach.
• Basic knowledge of MS Excel, email and other office applications.
• Ability to work independently as well as with a team.

What We Offer

• Salary: ₹3,00,000 per annum (Negotiable)
• Attractive Sales Based incentive structure based on performance
• Career growth opportunities.
• Professional working environment.
• Training and development support.

Preferred Candidate

Candidates having experience with stock broking, equity sales, mutual funds, financial products, client acquisition, relationship management or financial-services marketing are encouraged to apply.

Interested candidates may share their updated CV/resume along with relevant experience and current/expected salary.