Mutual Fund Sales Executive

2 weeks ago


Mira Road Mumbai Maharashtra, India Alleluia Investment Full time

**Job Overview**:
**Key Responsibilities**:

- Identify and engage potential clients for mutual fund investments
- Explain mutual fund products, benefits, and strategies in a client-friendly manner
- Generate leads via networking, referrals, and cold calling
- Maintain relationships with existing clients and provide investment guidance
- Ensure adherence to regulatory and company policies
- Meet sales targets and contribute to business growth

**Required Qualifications & Skills**:

- **Education**: Bachelor’s degree in Finance, Business, Marketing, or a related field
- **Experience**: Prior sales experience in financial services, banking, or insurance preferred (not mandatory)
- **Certifications**: AMFI/NISM certification is a plus
- Excellent communication and interpersonal skills
- Ability to simplify complex financial concepts for clients
- Self-motivated, target-driven, and eager to learn
- Fluency in English is a must
- Proficiency in MS Office (Word, Excel)
- Age preference : 25 to 35 years

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

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Compensation Package:

- Performance bonus
- Yearly bonus

Schedule:

- Day shift
- Fixed shift

**Language**:

- English (required)

Work Location: In person



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