Mutual Fund Sales Executive
2 weeks ago
**Position**: Mutual Fund Sales Executive
**Location**:HITEC City, Hyderabad, Telangana 500081
**Salary**:30,000 to 50,000 as per current Salary
**Experience**:1-3 years of Experience in sales, ideally in the financial Mutual Funds or investment sector.
**Qualification**:MBA, Bachelor’s degree in Finance, Business, or a related field.
- Strong knowledge of mutual funds, investment products, and financial planning.
- Proven track record of meeting or exceeding sales targets.Excellent communication, interpersonal, and relationship-building skills.
- Ability to work independently and manage remote responsibilities.
**Key Responsibilities**:
- Client Acquisition & Relationship ManagementUpsell mutual fund products to assigned Retail and HNI clients.
- Acquire and service HNI customers, ensuring personalized service and satisfaction.
- Serve as the primary point of contact for assigned customers, providing tailored financial products that meet their specific needs.
- Profile clients to offer investment planning and advice based on individual financial goals.Build and maintain strong client relationships both internally and externally.
- Achieve or exceed business targets across product categories, focusing on client relationship enhancement and upselling.
- Meet revenue objectives by understanding customer needs and cross-selling relevant products.
- Adhere to all compliance standards, including regulatory and audit requirements, ensuring ethical and compliant interactions with clients.
Pay: ₹30,000.00 - ₹50,000.00 per month
**Benefits**:
- Provident Fund
Compensation Package:
- Performance bonus
Schedule:
- Day shift
**Experience**:
- total work: 3 years (preferred)
- Sales: 3 years (preferred)
- Mutual Fund Sales: 2 years (preferred)
**Language**:
- English (preferred)
Work Location: In person
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