Mutual Fund Sales Executive

19 hours ago


Ahmedabad Gujarat, India PMS Financial services Full time

Are you passionate about finance and helping people achieve their investment goals?
Join our dynamic team and build a rewarding career in **Mutual Fund Distribution & Sales**

**Role**: Mutual Fund Sales Executive
**Location**: C. G. Road, Ahmedabad
**Firm**:PMS Financial Services

**What You’ll Do**:

- Build and maintain strong client relationships.
- Educate clients about mutual fund products and assist them in making informed investment decisions.
- Achieve sales and business development targets.
- Stay updated on financial market trends and products.

**What We’re Looking For**:

- Graduate in any discipline (Finance background preferred).
- Strong communication & interpersonal skills.
- Passion for sales and customer service.
- AMFI/NISM Certification preferred (or willingness to obtain).

**What We Offer**:

- Attractive salary + performance-based incentives.
- Training & certification support.
- Career growth opportunities in financial services.
- A supportive and collaborative work environment.

**Qualifications**:

- Graduate in Finance, Commerce, Economics, or a related field.
- NISM Mutual Fund (Series V-A) certification.
- 1-2 years of relevant experience in mutual fund and equity sales.
- Strong interpersonal and communication skills.
- Ability to work independently and manage a client base.

**What We Offer**:

- Competitive fixed salary with high-performance incentives.
- Supportive work environment and ongoing professional development.
- Exposure to high-net-worth clients and advanced investment strategies.
- Growth opportunities within a reputed financial services firm.

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

Pay: ₹250,000.00 - ₹450,000.00 per year

**Benefits**:

- Leave encashment
- Paid time off

**Experience**:

- total work: 1 year (required)

Work Location: In person



  • Ahmedabad, Gujarat, India PMS Financial services Full time

    **About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...


  • Ahmedabad, India Yashasvi Finvest Pvt. Ltd. Full time

    Job Title: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...


  • Bodakdev, Ahmedabad, Gujarat, India Relitrade Stock Broking Pvt Ltd Full time

    **Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...

  • Mutual Fund Sales

    19 hours ago


    Ahmedabad, Gujarat, India JMS Advisory Full time

    Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

  • Mutual Fund

    4 days ago


    Ahmedabad, India Investmentor Securities Ltd Full time

    We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...


  • Ahmedabad, India genius placement Full time

    Mutual Funds Executive (Operations) X 1 Positions - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients...


  • Ahmedabad, India Tipsons Group Full time

    Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking.Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.Ensure alignment of products with investment philosophy, regulatory requirements, and...


  • Ahmedabad, Gujarat, India Tipsons Group Full time

    - Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking.- Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.- Ensure alignment of products with investment philosophy, regulatory...

  • Mutual Fund Executive

    19 hours ago


    Rajkot, Gujarat, India Visko Group Full time

    **Job Title**:Mutual Fund Executive **Experience**: 0-2 years **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person


  • Ahmedabad, Gujarat, India Tipsons Group Full time

    Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking. Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities. Ensure alignment of products with investment philosophy, regulatory requirements,...