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Mutual Funds Sales Specialist

2 weeks ago


Cochin, Kerala, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

About the Role

We are seeking a seasoned sales professional to manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.

  • Key Responsibilities:
  • Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.
  • Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc.
  • Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions.
  • Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Requirements

  • A proven track record of success in sales or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

What We Offer

  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.

Contact Us

For more information about this role, please submit your application through our website. We look forward to hearing from you