
Equity Fund Sales Professional
1 day ago
Job Title: Equity Fund Sales Professional
">We are seeking a highly skilled and result-driven Equity Fund Sales Professional to join our team. As a key member of our sales force, you will be responsible for identifying and acquiring new clients interested in equity fund investments.
">Key Responsibilities:
Client Acquisition: Identify and acquire new clients who are interested in investing in equity funds.
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 targets and business development goals.
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.
Cross-Selling: Work closely with internal teams to facilitate smooth client onboarding and post-sales service delivery.
Requirements:
Minimum 1 year of experience in equity fund sales, client servicing, or a similar role in the banking or financial services domain.
In-depth knowledge of equity 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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