Sales Executive – Mutual Funds

4 days ago

Bikaner, Rajasthan, India WEALTHONIC CAPITAL & FINANCIAL SERVICES PRIVATE LIMITED Full time ₹ 2,40,000 per year

Key Responsibilities:

  • Identify and approach potential clients for mutual fund investments and Demat account opening.
  • Explain product features, benefits, and associated risks to customers.
  • Assist clients with KYC documentation and account opening procedures.
  • Achieve monthly sales and business development targets.
  • Maintain client relationships and ensure regular portfolio follow-ups.
  • Educate customers about SIPs, investment options, and financial planning.
  • Coordinate with internal teams for smooth account activation and transaction processing.
  • Stay updated on financial market trends, mutual fund schemes, and regulatory changes.
  • Participate in marketing and promotional activities organized by the company.

Key Skills & Competencies:

  • Strong communication and interpersonal skills.
  • Good understanding of mutual funds, stock markets, and financial products.
  • Persuasive selling and negotiation ability.
  • Customer-focused approach with a positive attitude.
  • Ability to work independently and meet deadlines.

Qualifications & Experience:

  • Bachelor's degree in Finance, Commerce, Business Administration, or related field.
  • NISM Series V-A certification (Mutual Fund Distributor) preferred or must be obtained after joining.
  • 0–3 years of experience in financial product sales, preferably in mutual funds or stockbroking.
  • Freshers with strong communication skills and interest in financial markets are welcome.

Job Type: Full-time

Pay: ₹12, ₹20,000.00 per month

Benefits:

  • Provident Fund

Work Location: In person

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