Equity & Mutual Fund Sales Executive

2 days ago

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 long-term financial success.

**Role Overview**:
We are seeking a motivated and proactive **Equity & Mutual Fund Sales Executive** to join our growing team. This role involves direct client interaction, understanding financial goals, and providing tailored investment solutions in equity and mutual fund segments.

**Key Responsibilities**:

- Promote and sell equity and mutual fund products to retail and HNI clients.
- Understand client risk profiles and recommend suitable investment options (SIPs, lump sum investments, equity portfolios).
- Develop and maintain strong client relationships through consistent follow-ups and periodic portfolio reviews.
- Meet and exceed monthly and quarterly sales targets.
- Stay updated on market developments, regulatory guidelines, and product innovations.
- Coordinate with internal research and advisory teams for customized client solutions.

**Qualifications**:

- Graduate in Finance, Commerce, Economics, or a related field.
- NISM Mutual Fund (Series V-A) certification; NISM Equity Derivatives (Series VIII) preferred.
- 1-5 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 - ₹350,000.00 per year

**Benefits**:

- Leave encashment
- Paid time off

Compensation Package:

- Performance bonus

Schedule:

- Day shift

**Experience**:

- total work: 1 year (required)

Work Location: In person

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