Sales Executive – Mutual Funds
17 hours ago
Key Responsibilities Identify and approach potential clients for mutual fund investments and Demat account opening Explain product features benefits and associated risks to customers Assist clients with KYC documentation and account opening procedures Achieve monthly sales and business development targets Maintain client relationships and ensure regular portfolio follow-ups Educate customers about SIPs investment options and financial planning Coordinate with internal teams for smooth account activation and transaction processing Stay updated on financial market trends mutual fund schemes and regulatory changes Participate in marketing and promotional activities organized by the company Key Skills Competencies Strong communication and interpersonal skills Good understanding of mutual funds stock markets and financial products Persuasive selling and negotiation ability Customer-focused approach with a positive attitude Ability to work independently and meet deadlines Qualifications Experience Bachelor s degree in Finance Commerce Business Administration or related field NISM Series V-A certification Mutual Fund Distributor preferred or must be obtained after joining 0-3 years of experience in financial product sales preferably in mutual funds or stockbroking Freshers with strong communication skills and interest in financial markets are welcome Job Type Full-time Pay 12 000 00 - 20 000 00 per month Benefits Provident Fund Work Location In person
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Sales Executive – Mutual Funds
4 days ago
Bikaner, Rajasthan, India WEALTHONIC CAPITAL & FINANCIAL SERVICES PRIVATE LIMITED Full time ₹ 2,40,000 per yearKey Responsibilities:Identify and approach potential clients for mutual fund investments and Demat account opening.Explain product features, benefits, and associated risks to customers.Assist clients with KYC documentation and account opening procedures.Achieve monthly sales and business development targets.Maintain client relationships and ensure regular...
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Mutual Fund Sales Executive
3 days ago
Kasaragod, KL, IN Advenxa Pvt.Ltd Full timeMutual Fund Sales Executive Location Kasaragod Experience Minimum 1 year of experience in sales marketing or banking sector Qualifications Bachelor s degree is mandatory Salary 20 000 00 - 30 000 00 per month Incentives Shift 8 30 AM to 5 30 PM Working Days 6 days a week Requirements Bachelor s Degree Mandatory Prior experience in sales minimum 1 year of...
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Agm - Sales & Marketing (chit Funds)- Kottayam
4 weeks ago
Vaikam, KL, IN GENTLEMAN CHIT FUNDS Full timeJob Title Assistant General Manager AGM - Sales Marketing Company Gentleman Chit Funds Co I Pvt Ltd Group of Companies Location Insert Location Job Type Full-Time Industry Chit Funds NBFC BFSI Financial Services Experience Minimum 5 Years in a Managerial Sales Role Qualification MBA Preferred Postgraduate in Marketing Finance or Business About the Company...
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Field Sales Executive
1 week ago
Nimrana, RJ, IN industrial sales agency Full timewe need a sales person executive for safety materail B to B Job Type Full-time Pay 15 000 00 - 18 000 00 per month Benefits Health insurance Paid sick time Provident Fund Work Location In person
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Receptionist (Sales & Kyc Support)
6 days ago
Bikaner, India Wethonic Financial Services Private Limited Full timeWe are looking for a smart, enthusiastic, and presentable **Receptionist** who will be the first point of contact for our clients and visitors. Along with front office management, the role will involve supporting the sales team in **Mutual Fund sales** and assisting with **KYC formalities**. **Key Responsibilities** - Greet and assist visitors and clients...
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Sales Manager
2 weeks ago
Beawar, RJ, IN Kotak Mahindra Bank Full timeJOB DESCRIPTION JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance Mutual Funds Online Trading Demat Accounts etc through the Sales Channel Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value Volume and channel Productivity metrics...
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Operations Manager Mutual Fund
6 days ago
Belgaum, KA, IN Lokmanya Multipurpose Co-op Society Ltd. Full timeExperience 2 to 4 Years Why Join Us Join Lokmanya Multipurpose Co-operative Society as a CSR Assistant to contribute to impactful community initiatives while gaining valuable experience in corporate social responsibility Be part of an organization that values social responsibility and growth Job Summary We are seeking a detail-oriented and experienced...
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Relationship Executive
2 weeks ago
Bikaner, India WEALTHONIC CAPITAL & FINANCIAL SERVICES PRIVATE LIMITED Full timeAct as a member of team. - Maintain a thorough knowledge of dealing/ advisory/ sales/operations/mutual funds as well as industry trends. - Achieving the sales target through assigned leads, which may be self generated or may be generated by the Branch Ops ,Call Center teams and/or other sources - Meeting prospective customers in assigned geography to...
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Sales Engineer
2 weeks ago
Udaipur, RJ, IN Industrial Sales & manufacturing Co. Full timeJob description - Sales Engineer For a sales executive role the job description should emphasize learning and development focusing on building foundational sales skills understanding customer needs and contributing to sales targets under the guidance of experienced team members Responsibilities o Participate in sales training programs to enhance core sales...
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▷ Urgent! Admin Executive
6 days ago
Kottayam, KL, IN GENTLEMAN CHIT FUNDS Full timeJob Role Admin Executive Chit Funds Location Ettumanoor Key Responsibilities - Manage day-to-day administrative tasks to ensure smooth operations of the branch Qualifications - A Bachelor s Degree in any discipline - Proficiency in MS Office Excel is essential - Minimum of 1 year of experience in office administration or a similar role - Strong...