Tele Calling Executive

3 days ago

Vasant Kunj Delhi Delhi, India Cliste Capital Private Limited Full time

**Job Title**: Mutual Fund Sales Executive

**Job Summary**:
The Mutual Fund Sales Executive is responsible for promoting and selling mutual fund products and services to clients. This role involves building relationships with clients, understanding their financial goals, and providing tailored investment solutions.

**Key Responsibilities**:

- Identify and target potential clients for mutual fund investments.
- Conduct presentations and seminars to educate clients about mutual funds and investment strategies.
- Provide personalized financial advice based on clients' needs and risk profiles.
- Develop and maintain strong relationships with clients to ensure ongoing business.
- Stay updated on market trends, mutual fund performance, and regulatory changes.
- Achieve sales targets set by the management.
- Collaborate with the advisory team to offer comprehensive financial solutions.
- Assist clients with account openings, transactions, and inquiries.
- Prepare and maintain reports on sales activities and client interactions.

**Qualifications**:

- Bachelor's degree in Finance, Business Administration, or a related field.
- Previous experience in financial services or sales, preferably in mutual funds.
- Certification in mutual funds (e.g., NISM Series V-A) is an advantage.
- Strong understanding of financial markets and investment products.

**Skills**:

- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in using CRM software and MS Office.
- Ability to work independently and as part of a team.
- Strong negotiation and persuasion skills.

**Work Environment**:

- Office-based with opportunities for client meetings and presentations.
- May involve travel to meet clients and attend industry events.

Pay: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Language**:

- Hindi (required)
- English (required)

Work Location: In person

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