Mutual Fund Sales

4 days ago

Chennai, India Sky Commodities Full time

The mutual fund industry in India is a rapidly growing sector that offers a diverse range of investment products, caters to various investor profiles, and provides ample opportunities for sales professionals in a regulated and expanding market.

**Designation**:
BDE (Business development Executive)

**Eligibility**:
**Role and responsibility**

Actively promote and sell mutual fund products to Retail/HNI Clients using the assigned database and generate fresh leads through referrals to expand the client base.
- Meet the assigned business targets by enhancing and upgrading client relationships to increase their net worth.
- Analyze and understand customer profiles to offer suitable financial products that meet their specific needs.
- Provide the highest level of service to clients, ensuring their satisfaction as HNI customers.
- Offer investment planning and advice to clients, assisting them in making informed decisions.
- Achieve sales and revenue targets across a diversified product portfolio.
- Serve as a single point of contact for assigned customers, providing personalized assistance.
- Acquire and service HNI/UHNI customers, building strong relationships with this segment.

**Learning**:

- Mutual Fund Products: Understanding various types of mutual funds, their features, and investment objectives.
- Market and Industry Trends: Staying updated with market trends, economic indicators, and industry developments.
- Investment Analysis: Evaluating fund performance, risk-return metrics, and asset allocation strategies.
- Sales and Communication Skills: Effectively presenting and communicating complex financial information to potential investors.
- Relationship Building: Building and maintaining long-term relationships with clients, understanding their needs and preferences.

**Salary**:15000-25000 Performance Bonuses

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Provident Fund

Day range:

- Monday to Friday
- Weekend availability

Shift:

- Day shift

Supplemental pay types:

- Bonus pay

Travel requirement:

- No travel

**Speak with the employer**
+91 9150503618

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