Sales Executive-mfd

4 days ago


Allahabad UP IN Lakshmishree Investment & Securities Full time

Total years of Experience 1 to 2 years Key Responsibilities Generate potential client leads through cold calling referrals and professional networking Explain and promote mutual fund products and other investment services to prospective clients Assess client investment goals risk appetite and financial needs to recommend suitable mutual fund schemes Maintain accurate and up-to-date client records and interactions in the CRM system Coordinate with Relationship Managers and the Operations team to ensure smooth client onboarding and transaction processing Achieve monthly and quarterly sales targets for mutual fund distribution and client acquisition Stay informed about market trends AMFI guidelines and SEBI compliance requirements Deliver high-quality post-sales service and build long-term relationships with clients to enhance retention and satisfaction Job Type Full-time Pay 18 000 00 - 25 000 00 per month Work Location In person


  • Sales Executive-mfd

    4 days ago


    Palanpur, GJ, IN Lakshmishree Investment & Securities Full time

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  • Sales Executive-mfd

    7 days ago


    Allahabad, India Lakshmishree Investment & Securities Ltd. Full time

    **Total years of Experience: 1 to 2 years** **Key Responsibilities**: - Generate potential client leads through cold calling, referrals, and professional networking. - Explain and promote mutual fund products and other investment services to prospective clients. - Assess client investment goals, risk appetite, and financial needs to recommend suitable...

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