Mutual Fund Sales

3 days ago

Andheri West Mumbai Maharashtra, India One Health Assist Full time

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client Relationship Management**: Build and maintain strong relationships with clients and potential clients. **Provide ongoing support to existing clients, ensuring satisfaction and addressing any concerns.** Educate clients about the features, benefits, and risks of mutual fund investments. 2. Product Knowledge and Advice**:Stay updated with the latest market trends, financial products, and regulatory changes.** Offer tailored investment solutions based on clients' risk profiles, financial goals, and investment horizons. **Provide presentations and educational materials to clients about mutual fund options and their potential returns.** Marketing and Promotion**:Assist in organizing promotional events, seminars, and webinars to raise awareness about mutual fund offerings.** Collaborate with the marketing team to design promotional campaigns targeting specific client segments. 3. Marketing and Promotion**:Assist in organizing promotional events, seminars, and webinars to raise awareness about mutual fund offerings.** Collaborate with the marketing team to design promotional campaigns targeting specific client segments. Required Skills and Qualifications**:Bachelor's degree in finance, business, or related field.** Proven experience in financial sales or sales in investment products (preferably mutual funds). **Strong knowledge of mutual funds, financial markets, and investment strategies.** Excellent communication, interpersonal, and negotiation skills

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

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

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift

Application Question(s):

- Do you have experience in mutual fund sales?

Work Location: In person

**Speak with the employer**
+91 8655824486

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