
Mutual Fund Salesperson
2 days ago
**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
-
Mutual Fund Sales
2 weeks ago
Hyderabad, India Talent Stock Solutions Full timeRole: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...
-
RM Mutual Funds
4 weeks ago
Hyderabad, India Wego Consultants Full timeRoles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as...
-
Hiring For NBFC
1 week ago
Hyderabad, India Skill Ventory Full timeRoles and Responsibilities - B2C Sales - Mutual Funds Sales - Fixed Deposits - Banking & NBFC Performing Portfolio review of clients Researching and selling Mutual fund and Insurance Products
-
Salesperson
4 days ago
Hyderabad, India Synergy Infra Consultants Pvt Ltd Full timeJob Title: Salesperson **Job Description**: As a Salesperson, your primary responsibility is to generate sales and achieve revenue targets for the company. You will be responsible for developing new business opportunities, nurturing customer relationships, and promoting the company's products or services. Your role will involve interacting with potential...
-
Fund Services.supervisor
1 week ago
Hyderabad, Telangana, India Citco Full time**About Citco**: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape...
-
Mutual Funs Sales Executive
5 days ago
HITEC City, Hyderabad, Telangana, India NBhava Capital Private Limited Full time**Sales Executive** **RoleOverview**: As a Mutual Funds Sales Executive, you will play a vital role in promoting and upselling mutual fund products to Retail and High Net Worth Individual (HNI) clients. This role involves identifying and engaging potential clients, maintaining high levels of customer satisfaction, and building lasting client relationships....
-
Real Estate Salesperson
58 minutes ago
Khajaguda, Hyderabad, Telangana, India Prosper Full time**Requirement**: - 5-6 years of Realestate sales experience Must - Self-motivated and entrepreneurial - Strong communication skills **Job description** Job Profile: Real estate Sales and Marketing Executive Job type: work from the office, (Need to Travel for site visits as and when needed) Exp required: 2-4 years in a similar field **Salary**: Depends...
-
Fund Servicing
2 weeks ago
Hyderabad, Telangana, India JPMorganChase Full timeJoin our dynamic team and contribute to the meticulous production and review of NAV-impacting activities and regulatory reports. Dive into complex processes like Manual Amortization and Inflation accounting for Complex Bonds. Be a part of a team that ensures compliance with GAAP standards regulated by the Financial Accounting Standards Board. As a Fund...
-
Fund Servicing
2 weeks ago
Hyderabad, Telangana, India JPMorganChase Full time**Introductory market language** Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers **Job Summary** As a Fund Servicing Specialist within the JP Morgan Compliance Reporting & Client Transaction reporting team, you will be responsible for providing post Trade Compliance &...
-
Showroom Sales Executive
7 days ago
Jubilee Hills, Hyderabad, Telangana, India IDC Global Private limited Full time**Job Title**:Senior Sales Executive **Department**:Sales **Reporting to**: Retail Manager We are looking for an experienced salesperson, who will greet customers enthusiastically and determine their needs. You will recommend products and services based on their wants, explain the products, answer questions, and demonstrate how products are. You must have...