Sales Executive-mfd

7 days ago


Allahabad, India Lakshmishree Investment & Securities Ltd. Full time

**Total years of Experience: 1 to 2 years**

**Key Responsibilities**:

- Generate potential client leads through cold calling, referrals, and professional networking.
- Explain and promote mutual fund products and other investment services to prospective clients.
- Assess client investment goals, risk appetite, and financial needs to recommend suitable mutual fund schemes.
- Maintain accurate and up-to-date client records and interactions in the CRM system.
- Coordinate with Relationship Managers and the Operations team to ensure smooth client onboarding and transaction processing.
- Achieve monthly and quarterly sales targets for mutual fund distribution and client acquisition.
- Stay informed about market trends, AMFI guidelines, and SEBI compliance requirements.
- Deliver high-quality post-sales service and build long-term relationships with clients to enhance retention and satisfaction.

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person


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