Mutual Fund Sales

15 hours ago

Gurgaon, Haryana, India Veena Placement Services Full time ₹ 30,00,000 - ₹ 60,00,000 per year

Job Overview:

The role involves building relationships with Independent Financial Advisors (IFAs) to promote and increase sales of mutual fund products. The candidate will support senior team members in business development, client servicing, and market engagement activities.

Key Responsibilities:

  • Assist in developing and maintaining relationships with IFAs and distributors.
  • Promote mutual fund schemes and support IFAs in selling to their clients.
  • Provide product information, training support, and respond to basic queries from IFAs.
  • Coordinate with internal teams for operations, transactions, and documentation.
  • Track sales performance and help in achieving business targets for the assigned territory.
  • Learn about market trends, mutual fund products, and competitor offerings.

Required Skills:

  • Good communication and interpersonal skills.
  • Interest in financial markets and investments.
  • Basic understanding of mutual funds or willingness to learn.
  • Proficiency in MS Excel and basic reporting.
  • Self-motivated and target-oriented attitude.

Job Type: Full-time

Pay: ₹100, ₹250,000.00 per month

Work Location: In person

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