Field Sales Executive

1 day ago


Mithapur Patna, India R Patel Wealth Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

Client Acquisition:

Identify and approach potential clients to promote mutual fund investment opportunities.

Generate leads through calling, referrals, and networking.

Sales & Business Development:

Pitch appropriate mutual fund schemes based on client needs and risk appetite.

Achieve monthly and quarterly sales targets.

Client Relationship Management:

Provide after-sales service and maintain regular contact with clients.

Address client queries regarding fund performance, market trends, and investment strategies.

Product Knowledge & Engagement:

Stay updated on mutual fund products, NAVs, and market developments.

Educate clients on financial planning, SIPs, SWPs, and other investment options.

Compliance & Documentation:

Ensure KYC compliance and accurate documentation of all transactions.

Maintain detailed records of client interactions and sales activities.

Code of conduct

As prescribed by AMFI.



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