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Mutual Fund Sales

salary 20,000 - 25,000 /month(includes target based)
company-logo
job companyKreative Professional
job location Dombivli (East), Mumbai
job experience2 - 5 years Experience in Sales / Business Development
2 Openings
full_time Full Time

Skills Required

Cold Calling
Computer Knowledge
Wiring

Job Highlights

qualification
Graduate and above
gender
All genders
jobShift
10:00 AM - 07:00 PM | 6 days working

Job Description

Job Title - Mutual Fund Sales & Operations Executive

Key Responsibilities:

  • Generate and convert mutual fund investment leads.

  • Handle SIP, Lumpsum, Switch, Redemption, STP/SWP transactions.

  • Manage transactions through MFU & Investwell, Bse Star, Nse invest, Cams, KFIN Portal.

  • Handle KYC, FATCA, mandates and documentation.

  • Coordinate with AMCs/RTAs and resolve transaction-related queries.

  • Maintain client records and provide timely client support.

  • Achieve monthly sales/AUM targets.

Requirements:

  • 2+ years of experience in Mutual Funds / Wealth Management.

  • Hands-on experience with MFU & Investwell, Bse Star, Nse invest, Cams, KFIN Portal..

  • Good knowledge of mutual fund products and processes.

  • Strong communication and client-handling skills.

  • NISM certification preferred.

Other Details

  • It is a Full Time Sales / Business Development job for candidates with 2 - 5 years of experience.

More about this Mutual Fund Sales job

  1. 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 Cold Calling, Computer Knowledge, Wiring along with 2-5 years of experience.
  2. What salary is offered for this Mutual Fund Sales job?
    Ans : The salary for this Mutual Fund Sales job ranges between ₹20,000-₹25,000 per month.
  3. What is the work schedule for this Mutual Fund Sales job?
    Ans : This Mutual Fund Sales job has 6 days working days and timings from 10:00 AM - 07:00 PM.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Dombivli (East), Mumbai.
  5. How many vacancies are there for this Mutual Fund Sales job?
    Ans : There are 2 vacancies for this Mutual Fund Sales role.
  6. Is this job open for all genders?
    Ans : Yes, this Mutual Fund Sales job is open for both male and female candidates.
  7. What does the role of Mutual Fund Sales involve?
    Ans : As a Mutual Fund Sales, your work will involve skills like Cold Calling, Computer Knowledge, Wiring. This role is part of Sales / Business Development category.
  8. What is the job location for this position?
    Ans : The job location for this Mutual Fund Sales position is Dombivli (East), Mumbai.
  9. Who is the right fit for this Mutual Fund Sales job?
    Ans : A candidate having skills like Cold Calling, Computer Knowledge, Wiring with 2-5 years of experience is the right fit for this Mutual Fund Sales job.
  10. What makes this Mutual Fund Sales job a good opportunity?
    Ans : This Mutual Fund Sales job is a good opportunity as it offers a salary between ₹20,000-₹25,000 per month. This is a Full Time job and has 2 openings.
Candidates can call HR for more info.
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Other Details

Incentives

No

No. Of Working Days

6

Skills Required

Cold Calling, Computer Knowledge, Wiring, Handle SIP, Lumpsum, Switch, Redemption, STP Transactions, MFU and Investwell

Contract Job

No

Salary

₹ 20000 - ₹ 25000

Contact Person

HR Team

Interview Address

Dombivli (East), Mumbai, Dombivli (East), Mumbai
Posted 4 days ago
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