Mutual Fund Sales

Job Title: Mutual Fund Sales Executive

Location: Dombivli East (Work from Home with occasional office visits)

Salary: up to ₹20,000

Key Responsibilities:

• Identify, generate, and qualify genuine leads interested in mutual fund investments through personal networks, referrals, and market outreach.

• Build and maintain strong relationships with potential and existing investors to drive consistent conversions and long-term engagement.

• Understand client financial goals and recommend suitable mutual fund solutions aligned with their needs.

• Ensure a steady pipeline of investment-ready prospects with a focus on quality over quantity.

• Coordinate with internal teams for smooth onboarding and investment processing.

• Maintain accurate records of leads, interactions, and conversions.

• Attend scheduled office meetings (weekly/monthly) for strategy alignment and reporting.

Required Qualifications:

• Minimum 1–3 years of experience in mutual fund sales, financial services, or investment advisory

• Proven track record of generating high-quality, conversion-ready leads

• Strong understanding of mutual fund products and basic financial planning

• Excellent communication, negotiation, and interpersonal skills

• Self-driven with the ability to work independently in a remote setup

• Ability to build trust and maintain long-term client relationships

Preferred Background / Bonus:

• Prior experience in wealth management, insurance, or stock market advisory

• Existing network of HNI/UHNI or retail investors

• AMFI certification or relevant financial credentials

• Experience working in a target-driven, commission-based environment

What We Offer:

• Flexible work-from-home model with minimal office visits

• Performance-driven incentives with strong earning potential

• Opportunity to work with an expanding and trusted brand

• Supportive leadership and transparent reporting structure

• Long-term growth opportunities in financial services

• It is a Full Time Field Sales job for candidates with 2 - 6+ years Experience.