Mutual Fund Advisor

2 days ago

Thane, India Eminenze Solutions Full time

**Job Title**: Mutual Fund Executive

**Industry**: Accounting, Mutual Fund, and LIC
**Location**: Wagle Estate
**Department**: Mutual Fund / LIC
**Reporting To**: Poonam

**Job Type**: Full-time
**No. of Positions**: 1
**Gender**: Female
**Qualification**: Graduate
**Experience**: 1 - 2 years
**Monthly Salary**: ₹12,000 - ₹18,000
**Annual CTC**: ₹1,80,000

**Key Responsibilities**:

- Sell mutual fund and LIC products to existing and potential clients
- Build and maintain strong relationships with clients to understand their financial needs
- Identify and pursue new business opportunities
- Meet and exceed monthly and annual sales targets
- Provide top-notch customer service and post-sales support
- Collaborate with the operations team to ensure smooth processing and servicing
- Visit branches and clients when required for follow-ups and meetings

**Skills & Competencies**:

- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Willingness to learn and grow in a sales-oriented role
- Basic understanding of mutual fund and LIC products (training can be provided)
- Goal-oriented and self-motivated

**Work Schedule**:

- **Days**: Monday to Saturday
- **Weekly Off**: Sunday
- **Working Hours**: 10:00 AM - 7:00 PM

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

Pay: ₹12,000.00 - ₹18,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Quarterly bonus
- Yearly bonus

**Experience**:

- Mutual Fund: 1 year (preferred)

**Location**:

- Thane, Maharashtra (preferred)

Work Location: In person

**Speak with the employer**
+91 9867153384

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