
Field Sales Representative
7 days ago
**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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