Mutual Fund

6 days ago

Ahmedabad Gujarat, India Investmentor Securities Ltd Full time

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong growth plan.
- Tie up with different AMCs, and can do marketing and sales for MFs.
- Contacting existing clients and pitch new investment opportunities in MF market.
- Acquire new clients, advise and update about new investment opportunities.
- Plan activities/seminars and webinars to educate/aware existing and potential clients.
- Prepare business plans and strategies.
- Maintain long term relationships with existing high networth customers
- Revenue generation through sale of PMS, bonds, MFs.

**Must have NISM Series V-A: Mutual Fund Distributors Certification**

**Skills Requirement**:

- Must have good knowledge of all Mutual Fund’s AUM and SIP Schemes
- Good Communication skills to guide the client about the suitable investment products as per clients profile.
- Good Convincing power.
- Achieving weekly and monthly targets.

Hands on experience in Wealth Management, Financial Planning or Investment Advisory in: Mutual Funds (MF), Life Insurance (LI), General Insurance (GI).

**Job Types**: Full-time, Permanent, Fresher

**Salary**: ₹15,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (required)
- mutual fund: 1 year (required)
- Financial planning: 1 year (required)
- Wealth management: 1 year (required)

Work Location: In person

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