Mutual Fund Sales Executive

1 week ago


Pune Maharashtra, India ProGetters Full time

**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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