Sales Executive Mutual Fund

2 weeks ago

Gurgaon, Haryana, India Lets Invest Wisely Full time ₹ 2,40,000 - ₹ 3,00,000 per year

Company Overview:

Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning.

Job Summary:

We are seeking a NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified candidate to help us in selling mutual funds, interact with clients and help in clients acquisition, plan their investments and to review their portfolios at regular intervals and manage other operational requirements. As a mutual fund distributor, you will play a crucial role in managing the day-to-day operations of our firm, ensuring smooth workflow, and maintaining high-quality service standards.

Job Responsibilities:

  1. Client Service:

  2. Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally.

  3. Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations.

  4. Develop personalized investment strategies for clients.

  5. Manage client reporting and communication, ensuring accurate and timely delivery of information.

Qualifications and Skills:

  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified

  • Bachelor's degree in Finance, Business Administration, or a related field.

  • Proven experience in operations management within the financial services industry(preferred though not necessary).

Job Type: Full-time

Pay: ₹20, ₹25,000.00 per month

Work Location: In person

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