
3 Days Left: Mutual Fund Sales
4 weeks ago
Job Summary:
We are looking for a dynamic and result-oriented Mutual Fund Sales / Client Relationship Manager to drive client acquisition and foster long-term relationships. The ideal candidate will have a strong understanding of mutual fund products and a passion for delivering excellent client service while consistently achieving sales goals.
Key Responsibilities:
- Client Acquisition: Identify and acquire new clients interested in mutual fund investments.
- Relationship Management: Build, manage, and deepen relationships with existing clients by understanding their financial goals and providing suitable solutions.
- Sales Performance: Achieve and exceed assigned sales and business development targets.
- Client Servicing: Deliver prompt and professional support, ensuring high levels of client satisfaction.
- Market Intelligence: Stay abreast of market trends, competitor offerings, and regulatory updates to provide informed advice to clients.
- Collaboration: Work closely with internal teams to facilitate smooth client onboarding and post-sales service delivery.
Requirements:
- Minimum 2 years of experience in mutual fund sales, client servicing, or a similar role in thebanking or financial services domain.
- In-depth knowledge of mutual fund products, investment instruments, and financial markets.
- Strong communication, interpersonal, and relationship-building skills.
- Proven ability to meet or exceed sales targets.
- Strong analytical mindset with problem-solving skills.
- Certification in mutual funds (such as NISM Series V-A) is preferred.
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