Mutual Fund Sales

4,000 - 56,000 /month*

Ishayme Llp

Greater Noida West, Greater Noida

₹50,000 incentives included

0 - 6+ years Experience in Field Sales

5 Openings

Incentives included

Part Time

Skills Required

Lead Generation

Convincing Skills

Area Knowledge

Job Highlights

Sales Type: Stock Market / Mutual Funds

All Education levels

All genders

02:00 PM - 06:00 PM | 6 days working

Job Benefits: Medical Benefits

Bike, Smartphone, Aadhar Card

Job Description

You need to Sell Mutual funds and SIP.

Key Responsibilities

Client Onboarding: Handle the complete documentation process for new clients, including KYC, CKYC, and bank mandate registration.
Transaction Processing: Execute purchase, redemption, and switch transactions on platforms like.
SIP Management: Ensure SIPs are registered correctly and track upcoming SIP dates to prevent bounces.
Reporting: Generate portfolio reports, capital gain statements, and valuation reports for clients upon request.
Service & Support: Resolve day-to-day client queries (e.g., change of bank details, nominee updation, transmission) by coordinating with AMCs and R&T agents (CAMS/KFintech).
Data Management: Maintain accurate client data in Excel sheets.

Other Details

It is a Part Time Field Sales job for candidates with 0 - 6+ years Experience.

More about this Mutual Fund Sales job

What skills and experience do you need for this Mutual Fund Sales job?
Ans : To apply for this Mutual Fund Sales job, candidates should have skills like Lead Generation, Convincing Skills, Area Knowledge along with 0-7 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Mutual Fund Sales job ranges between ₹4,000-₹56,000 per month. This is a Part Time job.
What are the working days and timings for this job?
Ans : This Mutual Fund Sales job has 6 days working days and timings from 02:00 PM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Greater Noida West, Greater Noida.
How many openings are available for this position?
Ans : There are 5 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Mutual Fund Sales job is open for both male and female candidates.
What are the key responsibilities of this Mutual Fund Sales job?
Ans : As a Mutual Fund Sales, key responsibilities include skills like Lead Generation, Convincing Skills, Area Knowledge. This role is part of Field Sales category.
Where is this job located?
Ans : This Mutual Fund Sales job is located in Greater Noida West, Greater Noida.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Lead Generation, Convincing Skills, Area Knowledge along with 0-7 years of experience is ideal for this Mutual Fund Sales job.
Why should you apply for this Mutual Fund Sales job?
Ans : This Mutual Fund Sales job offers a salary between ₹4,000-₹56,000 per month. This is a Part Time opportunity and has 5 openings available.