Job description:
Job Title: Sales & Marketing Executive – Mutual Funds
Job Summary:
We are seeking a motivated Sales & Marketing Executive with knowledge of mutual funds to acquire new clients, build relationships, and promote investment products. The ideal candidate should have strong communication skills, sales experience, and a basic understanding of financial markets and mutual fund investments.
Key Responsibilities:
· Generate leads and acquire new customers.
· Promote and sell mutual fund investment products.
· Explain mutual fund schemes and investment benefits to clients.
· Build and maintain long-term client relationships.
· Achieve monthly and quarterly sales targets.
· Conduct client meetings, presentations, and follow-ups.
· Coordinate with internal teams for documentation and account opening.
· Stay updated on market trends and mutual fund performance.
· Ensure compliance with regulatory guidelines.
Requirements:
· Bachelor's degree in Commerce, Business, Finance, Marketing, or a related field.
· 1–3 years of experience in sales, marketing, or financial services (Specially in MF)
· Knowledge of mutual funds and financial products.
· Strong communication, negotiation, and presentation skills.
· Ability to work independently.