Mutual Fund Sales

Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distribution of third-party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With about 29.5 million registered clients, we are on-boarding, in the current financial year, an average of over 900K new clients every month. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We are a group of self-driven, motivated individuals who enjoy taking ownership and believe in providing best value for money to investors through innovative products and investment strategies. We apply and amplify personalisation within our products and services. We have a flat structure, with ample opportunity to showcase your talent and a growth path for engineers to the very top.

Job Summary:

We are seeking a proactive and client-focused Relationship Executive to drive mutual fund sales and deepen customer engagement. The role involves managing a portfolio of retail/HNI/institutional clients, providing investment solutions, and growing assets under management (AUM) through relationship-building and advisory.

Responsibilities:

Develop and maintain strong relationships with clients (Retail/HNI/Institutional)

Act as a one-point contact for mutual fund investment queries and portfolio reviews.

Achieve sales and revenue targets by promoting mutual fund schemes.

Onboard new clients and increase wallet share from existing clients.

Cross-sell mutual funds and other wealth products (if applicable).

Understand client financial goals and risk profiles to suggest suitable mutual fund products.

Conduct regular portfolio reviews and re-balancing.

Ensure KYC and documentation compliance.

Adhere to all regulatory and internal compliance standards.

Stay updated with mutual fund products, NAVs, markets, and economic trends.

Share insights and reports with clients to support their investment decisions.

Key Skills and Competencies:

Strong knowledge of mutual fund products, markets, and investment strategies.

Excellent communication and interpersonal skills.

Ability to build trust and long-term relationships.

Target-oriented and self-driven.

Sound understanding of financial planning and asset allocation.

Qualifications:

·  Graduate in Finance / Commerce /B.com (MBA/PG in Finance preferred).

·  AMFI/NISM Mutual Fund certification – Mandatory.

·  6 Months- 1 years of experience in mutual fund sales or investment advisory.

• It is a Full Time Customer Support / TeleCaller job for candidates with 1 - 2 years of experience.

More about this Mutual Fund Sales job

1. What is the eligibility criteria to apply for this Mutual Fund Sales job?
   Ans: The candidate should be 12th Pass and above and above with 1 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹15000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Mutual Fund Sales job?
   Ans: This Mutual Fund Sales job will have 6 working days.
4. Are there any charges applicable while applying or joining this Mutual Fund Sales job?
   Ans: No, there is no fee applicable for applying this Mutual Fund Sales job and during the employment with the company, i.e., OPICLE TECHNOLOGIES PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Mutual Fund Sales role?
   Ans: There is an immediate opening of 5 Mutual Fund Sales at OPICLE TECHNOLOGIES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Mutual Fund Sales job?
   Ans: This Mutual Fund Sales job has Day Shift.