Mutual Funds Sales Executive

3 days ago

Mira Road Mumbai Maharashtra, India Alleluia Investment Full time

**Job Overview**:
**Key Responsibilities**:

- Identify and engage potential customers for mutual fund investments.
- Educate clients on mutual fund products, benefits, and investment strategies.
- Generate leads through networking, referrals, and cold calling.
- Maintain relationships with existing clients and provide investment guidance.
- Ensure compliance with regulatory guidelines and company policies.
- Achieve sales targets and contribute to business growth.

**Required Qualifications & Skills**:

- **Education**: Bachelor's degree in finance, business, marketing, or a related field.
- **Experience**: Prior sales experience in financial services, banking, or insurance is preferred (but not mandatory).
- **Certifications**: AMFI/NISM certification is a plus.
- Strong interpersonal and communication skills.
- Ability to explain financial products clearly to clients.
- Self-motivated, goal-oriented, and eager to learn.
- Should be able to communicate in English
- Should be in the age group of 25 to 35.

Pay: From ₹20,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Performance bonus

**Language**:

- English (preferred)

Work Location: In person

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