Mutual Fund Sales

A mutual fund sales job typically involves selling and promoting mutual fund investment products to individuals or organizations. Here’s a detailed breakdown of the role:

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1. Job Role / Objective

The main purpose is to acquire and retain clients for mutual fund investments by understanding their financial goals and offering suitable schemes.

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2. Key Responsibilities

Client Acquisition:

Approach potential investors (individuals, HNIs, corporates, etc.)

Conduct cold calls, arrange meetings, or use referrals.

Financial Needs Assessment:

Understand client’s financial goals, risk appetite, and investment horizon.

Suggest suitable mutual fund schemes (Equity, Debt, Hybrid, SIP, etc.).

Sales & Promotion:

Promote mutual fund products through presentations, seminars, and one-on-one meetings.

Achieve monthly/quarterly sales targets.

Documentation & Compliance:

Complete KYC formalities.

Ensure all investment paperwork is accurate and regulatory compliant.

Customer Service:

Provide portfolio updates and performance reports.

Handle redemption, switching, and portfolio rebalancing requests.

Market Updates:

Keep updated on mutual fund industry trends, NAVs, new schemes, and SEBI regulations.

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3. Skills Required

Sales & negotiation skills

Knowledge of financial products (especially mutual funds)

Good communication and presentation skills

Relationship-building ability

Basic understanding of financial markets

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4. Qualifications

Minimum: Graduate in any stream (commerce/finance preferred)

Preferred: NISM Series V-A Mutual Fund Distributor Certification (mandatory to sell mutual funds in India)

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5. Salary & Incentives

Fixed Salary: ₹15,000 – ₹35,000/month (varies by company & city)

Incentives: Commission/bonus based on sales targets

Other Benefits: Travel allowance, mobile allowance, training support

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6. Career Growth

Entry Level: Relationship Executive / Sales Officer

Mid Level: Relationship Manager / Wealth Manager

Senior Level: Branch Manager / Regional Sales Head

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If you want, I can also prepare a mutual fund sales job description format that you can use for recruitment. That way, it’s ready for posting on job portals.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 1 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 Graduate and above and above with 6 months - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹12000 - ₹20000 per month that depends on your interview. It's a Full Time job in Gurgaon.
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., PACE BULL INDIA FINANCIAL SERVICES 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 PACE BULL INDIA FINANCIAL SERVICES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Mutual Fund Sales job?
   Ans: This Mutual Fund Sales job has 09:00 सुबह - 06:00 शाम timing.