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We are looking for a motivated and results-driven Mutual Fund Sales Executive to promote and sell mutual fund investment solutions to individual and corporate clients. The ideal candidate should have strong knowledge of financial products, excellent relationship management skills, and the ability to achieve sales targets while ensuring regulatory compliance. The position offers ₹27,000 - ₹43,000 and opportunities for growth.
Key Responsibilities:
Promote and sell mutual fund products based on clients financial goals and risk profiles.
Build and maintain long-term relationships with existing and prospective clients.
Conduct client meetings, presentations, and investment awareness sessions.
Achieve monthly and quarterly sales targets.
Provide regular portfolio reviews and recommend suitable investment solutions.
Stay updated on market trends, mutual fund performance, and regulatory guidelines.
Coordinate with internal teams to ensure smooth onboarding and client servicing.
Maintain accurate records of client interactions and sales activities in the CRM system.
Job Requirements:
The minimum qualification for this role is Graduate and 1 - 3 years of experience. The role requires excellent understanding of mutual funds and financial markets. Experience in wealth management, life and health insurance, banking, or investment advisory will be preferred. Candidates must be open to 6 days working during the Day shift.
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