Field Sales Representative

3 days ago

Kankarbagh Patna Bihar, India R PATEL WEALTH Full time

**Job Title: Sales Executive - Mutual Fund Distribution**

**Location: Patna**

**Department: Sales**

**Reporting To: Sales Manager**

**Job Summary**:
We are seeking a dynamic and results-driven **Sales Executive** to join our team at R Patel Wealth. The will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing product description & ensuring client satisfaction & risk profiling.

**Key Responsibilities**:

- **Client Acquisition**:

- Identify and approach potential clients to promote mutual fund investment opportunities.
- Generate leads through referrals, and networking.
- **Sales & Business Development**:

- Pitch appropriate mutual fund schemes based on client needs and risk appetite.
- Achieve monthly and quarterly sales targets.
- **Client Relationship Management**:

- Provide after-sales service and maintain regular contact with clients.
- Address client queries regarding fund performance, market trends, and investment strategies.
- **Product Knowledge &**Engagement**:

- Stay updated on mutual fund products, NAVs, and market developments.
- Educate clients on financial planning, SIPs, SWPs, and other investment options.
- **Compliance & Documentation**:

- Ensure KYC compliance and accurate documentation of all transactions.
- Maintain detailed records of client interactions and sales activities.
- Code of conduct
- As prescribed by AMFI.

**Required Skills**:

- Strong sales and negotiation skills.
- Excellent communication and interpersonal abilities.
- Ability to understand and explain financial products.
- Self-motivated with a target-driven mindset.

**Qualifications**:

- Bachelor’s degree in Business, Finance, or a related field.
- NISM Series V-A certification.
- 1-3 years of experience in mutual fund sales or financial services

*

**Benefits**:

- Attractive incentives on achieving sales targets.
- Opportunity for career growth in.
- On-the-job training and skill development.

Pay: ₹9,616.39 - ₹27,240.21 per month

**Benefits**:

- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Work Location: In person

Expected Start Date: 01/07/2025

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