Mutual Fund Salesperson

3 days ago

Jubilee Hills Hyderabad Telangana, India Wealth First Finserv LLP Full time

**Job Overview**:
A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund performance, and regulatory requirements to effectively promote and sell investment products.

**Key Responsibilities**:

- Client Acquisition and Relationship Building
- Product Knowledge and Recommendation
- Sales and Marketing
- Client Servicing and Support
- Compliance and Regulatory Adherence

**Skills and Qualifications**:

- Bachelor’s degree in finance, Economics, Business, or a related field.
- Certification in mutual funds or securities will be an added advantage.
- Strong understanding of mutual funds, financial markets, and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to build and maintain long-term client relationships.
- Strong sales and negotiation skills.
- High attention to detail and ability to adhere to regulatory guidelines.

**Key Performance Indicators (KPIs)**:

- Achievement of sales targets and revenue goals.
- Growth in client base and retention rates.
- Client satisfaction and feedback.
- Compliance with regulatory standards.

This role is ideal for someone who is results-driven, enjoys client interaction, and is passionate about helping investors achieve their financial objectives through mutual funds.

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

Pay: ₹15,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Fixed shift

Ability to commute/relocate:

- Jubilee Hills, Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (required)

Willingness to travel:

- 100% (required)

Work Location: In person

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