Mutual Fund Sales Executive

6 days ago

Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 4,50,000 - ₹ 9,00,000 per year

Key Responsibilities:

  • Develop and maintain strong relationships with new and existing clients investing in mutual funds.
  • Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.
  • Provide personalized financial advice based on clients goals, risk appetite, and investment horizon.

Qualifications:

  • Bachelor's (Preferred)
  • AMFI/NISM certification (mandatory or to be obtained within 3 months of joining).
  • Strong knowledge of MF operations & platforms.
  • Proficient in MS Excel & documentation.
  • Previous experience in financial advisory, mutual funds, or wealth management.

Portfolio Management & Analysis:

  • Conduct periodic reviews of clients' investment portfolios.
  • Analyze mutual fund performance and market trends to recommend adjustments.
  • Share regular performance reports and discuss portfolio strategies with clients.

Sales & Business Development:

  • Drive sales of mutual fund products by identifying upselling and cross-selling opportunities.
  • Collaborate with the sales team to expand the client base and achieve sales targets.
  • Assist in client acquisition through referrals, networking, and direct engagement.

Market Awareness & Client Education:

  • Stay updated on mutual fund schemes, market conditions, and regulatory guidelines.
  • Educate clients through presentations, workshops, and one-on-one sessions about investment strategies and product benefits.

Compliance & Documentation:

  • Ensure all sales activities and client interactions comply with SEBI/AMFI guidelines.
  • Manage and verify client documentation for account opening, transactions, and compliance.

Key Skills & Competencies:

  • Strong knowledge of mutual funds and financial markets.
  • Excellent communication and presentation skills.
  • Ability to understand client needs and provide personalized financial solutions.
  • Goal-oriented with proven sales and relationship management skills.
  • Strong analytical ability to interpret financial data and market trends.
  • Proficiency in MS Office and CRM tools.

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