
Mutual Fund Sales Executive
1 week ago
**Key Responsibilities**:
Client Acquisition: Identify and acquire new clients through networking, referrals, and direct outreach.
Client Relationship Management: Maintain and nurture relationships with existing clients to ensure their satisfaction and retention.
Sales Target Achievement: Meet or exceed sales targets set by the organization.
Product Knowledge: Stay updated with the latest mutual fund products and market trends to provide accurate and relevant information to clients.
Investment Advisory: Provide investment advice and recommendations based on clients' financial goals and risk appetite.
Market Analysis: Conduct market research and analysis to identify potential investment opportunities.
Reporting: Prepare and present sales reports and performance metrics to management.
Required Skills and Qualifications:
Experience: 2 to 5 years of experience in mutual fund sales or a related field.
Education: Bachelor's degree in Finance, Business Administration, or a related field.
Communication Skills: Excellent verbal and written communication skills.
Analytical Skills: Ability to analyze market trends and client needs.
Sales Skills: Strong sales acumen with a proven track record of meeting sales targets.
Customer Service: Excellent customer service skills with a focus on client satisfaction.
Teamwork: Ability to work collaboratively with team members and other departments.
Computer Skills: Proficiency in MS Office and familiarity with financial software.
**Benefits**:
Competitive salary and performance-based incentives.
Opportunities for career growth and development.
Pay: ₹300,000.00 - ₹700,000.00 per year
Schedule:
- Day shift
**Language**:
- English (preferred)
Work Location: In person
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