Mutual Funs Sales Executive

7 days ago

HITEC City Hyderabad Telangana, India NBhava Capital Private Limited Full time

**Sales Executive**

**RoleOverview**:
As a Mutual Funds Sales Executive, you will play a vital role in promoting and upselling mutual fund products to Retail and High Net Worth Individual (HNI) clients. This role involves identifying and engaging potential clients, maintaining high levels of customer satisfaction, and building lasting client relationships. A proactive approach to generating new leads through client referrals, achieving sales targets, and providing excellent service is essential. Must have a passion for investment solutions, strong sales skills, and experience in the financial industry.

**Key Responsibilities**:

- **Client Acquisition & Relationship Management**:

- Upsell mutual fund products to assigned Retail and HNI clients.
- Acquire and service HNI customers, ensuring personalized service and satisfaction.
- Serve as the primary point of contact for assigned customers, providing tailored financial products that meet their specific needs.
- Profile clients to offer investment planning and advice based on individual financial goals.
- Build and maintain strong client relationships both internally and externally.
- **Sales & Revenue Target Achievement**:

- Achieve or exceed business targets across product categories, focusing on client relationship enhancement and upselling.
- Meet sales and revenue objectives by understanding customer needs and cross-selling relevant products.
- Conduct market research to develop and implement effective sales strategies.
- **Lead Generation & Database Management**:

- Generate new leads through referrals to expand the clientele.
- Pre-screen prospective clients in line with organizational standards.
- Ensure consistent follow-ups and maintain client logins and disbursements.
- **Regulatory Compliance**:

- Adhere to all compliance standards, including regulatory and audit requirements, ensuring ethical and compliant interactions with clients.

**Qualifications**:

- MBA, Bachelor’s degree in Finance, Business, or a related field.
- Experience in sales, ideally in the financial or investment sector.
- Strong knowledge of mutual funds, investment products, and financial planning.
- Proven track record of meeting or exceeding sales targets.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to work independently and manage remote responsibilities.

Pay: ₹20,000.00 - ₹50,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule

Compensation Package:

- Commission pay
- Performance bonus

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift
- Weekend availability

**Education**:

- Bachelor's (preferred)

**Experience**:

- Business development: 1 year (preferred)
- Lead generation: 1 year (required)
- total work: 1 year (required)
- Sales: 1 year (required)

**Language**:

- English (required)

Work Location: In person

**Speak with the employer**
+91 6305847818

  • Mutual Fund Sales

    2 weeks ago

    Hyderabad, India Talent Stock Solutions Full time

    Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...

  • Sales Team Lead – Mutual Funds

    2 weeks ago

    Kondapur, Hyderabad, Telangana, India Shares Bazaar Private Limited Full time ₹ 3,00,000 - ₹ 3,50,000 per year

    Job Description: Sales Team Lead – Financial ProductsPosition Title: Sales Team Lead – Mutual Funds & Financial InstrumentsExperience Required: 2–3 years in financial sales (mutual funds & other market instruments)Team Size Managed: 10Expected Salary: CTC 3-3.5 LPAKey ResponsibilitiesLead, motivate, and manage a team of 10 sales executives.Achieve...

  • Mutual Fund Salesperson

    4 days ago

    Jubilee Hills, Hyderabad, Telangana, India Wealth First Finserv LLP Full time

    **Job Overview**: A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund...

  • Field Sales Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India Evertiz Solutions Full time

    **Job Title**: Field Sales Representative - Copyright Industry **Company Name**: RMPL (Recorded Music Performance Limited), a Copyright Society for Sound Recording ( recorded music) registered with Govt. Of India. **Location**: Mumbai, Pune, Delhi, Bangalore, Kerala, Hyderabad, **About Us**: We are hiring for a leading provider of copyright music...

  • Sales Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India Westside Hotels Full time

    **Sales Executive (Hotel Industry - Field Work)**: - Sapphire Asta Pvt. Ltd._ We are seeking a dynamic **Sales Executive** with a 0-2 years of experience in the hotel industry. The role involves field sales, client acquisition, and relationship management. Key responsibilities include generating business through field visits, promoting hotel services to...

  • Sales Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India Westside Hotels Full time ₹ 25,000 - ₹ 35,000 per year

    Sales Executive (Hotel Industry – Field Work)Sapphire Asta Pvt. Ltd.We are seeking a dynamic Sales Executive with a 0-2 years of experience in the hotel industry. The role involves field sales, client acquisition, and relationship management.Key responsibilities include generating business through field visits, promoting hotel services to corporate...

  • Sales Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India ScrapEco Pvt Ltd. Full time

    We are looking for a proactive and results-oriented **Sales Executive** to join our team in Hyderabad. You will be responsible for identifying potential clients, pitching ScrapEco’s services, and closing sales that align with our mission of sustainable impact. - Pitch ScrapEco’s services to potential B2B and B2C clients including businesses, industries,...

  • RM Mutual Funds

    2 weeks ago

    Hyderabad, Telangana, India Wego Consultants Full time US$ 60,000 - US$ 1,20,000 per year

    Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.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...

  • RM Mutual Funds

    2 days ago

    Hyderabad, India Wego Consultants Full time

    Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. 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...

  • Area Sales Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India Wonderwoods Full time

    FOR MALE CANDIDATES BIKE IS COMPALSORY **Company name**: Wonderwoods **Industry Type**: Building Material **Job Title**:Area Sales Consultant **Location**-Hyderabad **Job Type**: Full-Time **Reports To**: Sales Manager **What You’ll Do** As a Sales Executive, you will: - **Achieve Sales Targets**: Meet or exceed aggressive sales targets through...