Mutual Fund Executive

1 day ago


New Town Kolkata West Bengal, India VIC WEALTH IMF LLP Full time

**Job Summary**:
We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals.

**Key Responsibilities**:

- Understand clients’ financial needs and risk appetite
- Maintain relationships with clients through regular follow-ups
- Update clients with market insights, product knowledge, and performance reviews
- Achieve monthly sales targets and business objectives

**Required Skills**:

- Strong communication & interpersonal skills
- Good understanding of financial products (especially Mutual Funds) - training will be provided
- Ability to convince and build trust with clients
- Positive attitude and willingness to learn

**Eligibility Criteria**:

- Minimum Qualification: 10+2 (Graduation preferred)
- Freshers are welcome to apply

**Benefits**:

- Performance-based incentives
- In-depth product training & career guidance
- Supportive team environment
- Growth opportunities within the company

Pay: ₹10,000.00 - ₹12,000.00 per month

**Benefits**:

- Health insurance

**Education**:

- Bachelor's (preferred)

**Language**:

- English (preferred)

Work Location: In person



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