Mutual Fund Executive

4 days ago

Lower Parel Mumbai Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment.
- Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets.
- Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat business.
- Actively engage in fieldwork to meet potential clients, promote mutual funds, and guide the team in client interactions.
- Meet individual and team sales targets, tracking progress and reporting business metrics.
- Educate clients on SIPs, assist with plan setup, track performance, and provide market insights to align portfolios with financial goals.

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

Pay: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Fixed shift
- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

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