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



  • Gurgaon, Haryana, India ZFunds Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    MUTUAL FUND TRAINER :: ZFUNDSLocation:Gurugram (on-site) | Mon-SatExperience:3+ yearsin theMutual FundindustryAbout the RoleAs aMutual Fund Trainer, you will be a key leader in our mission to make mutual fundsSahi(Right) andAsaan(Easy) for India.Take full ownership of our Learning Management System (LMS)Designing, developing, and delivering top-tier training...


  • Gurgaon, Haryana, India Alpha Capital Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Job Description Operations Executive (Mutual Fund Operations / Investment Support)Location: Gurugram, Sector 49, Sohna RoadExperience: 02 years in Mutual Fund / RTA Operations preferredAbout the RoleOur Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in...


  • Gurgaon, Haryana, India SBNRI Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company description -SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.Location:GurgaonSalary:Negotiable (based on experience)Key Responsibilities :Mutual Funds KYC Operations – Manage...

  • Mutual Fund Sales

    2 days ago


    Gurgaon, Haryana, India Helios Global Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Achieve sales targets through effective communication and relationship building with clients.* Manage existing client base, identify new opportunities, and expand product offerings.


  • Gurgaon, Haryana, India Successr Hr Tech Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Channel Sales Manager | 2–8 yrs expStrong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ Required Candidate profileProven exp in channel sales, ideally in Investment & FinanceResults-driven with exceeding targetsWilling...


  • Gurgaon, Haryana, India Citi Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Desired Candidate Profile :0-2 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds.Knowledge about capital market.Good accounting knowledge is must.Should have knowledge of Mutual fund and Hedge Fund industry. Should have worked on Financial Reporting profile, responsible for preparation and presentation of various...


  • Gurgaon, Haryana, India Citi Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Desired Candidate Profile : 0-2 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds.Knowledge about capital market.Good accounting knowledge is must.Should have knowledge of Mutual fund and Hedge Fund industry.Should have worked on Financial Reporting profile, responsible for preparation and presentation of various...


  • Gurgaon, Haryana, India Early Career Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Desired Candidate Profile :0-2 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. Knowledge about capital market. Good accounting knowledge is must. Should have knowledge of Mutual fund and Hedge Fund industry. Should have worked on Financial Reporting profile, responsible for preparation and presentation of...

  • Sales Executive

    3 days ago


    Gurgaon, Haryana, India Adrianaa services Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Position Overview:Job Title : Sales Executive - Calling Profile (Only Female)Location: Sector 66, GurugramSalary: ₹30,000–₹40,000 per monthExperience Required: 3–5 years in B2B Sales,Languages: Fluent in Hindi & EnglishNote: Need Excellent Communication SkillsKey ResponsibilitiesProactively generate and nurture business leads through outbound calls...

  • Sales Executive

    2 weeks ago


    Gurgaon, Haryana, India SUPRABHA PROTECTIVE PRODUCTS PVT LTD Full time ₹ 18,00,000 - ₹ 42,00,000 per year

    Role DefinitionResponsible for driving revenue growth by developing and executing strategic sales plans, and providing market intelligence to contribute to the overall marketing strategy, ensuring the mutual success of both the individual and the organization.Responsibilities / Key DeliverablesSales Strategy & PlanningDevelop and present monthly sales...