Mutual Fund Executive

7 days ago


Mumbai, Maharashtra, India Varsha Financial Services Llp Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Identify and generate new sales opportunities through cold calling, networking, and referrals.
  • Understand client needs and recommend suitable financial products (e.g. Mutual Fund)
  • Develop and maintain long-term relationships with clients to drive customer loyalty.
  • Meet or exceed monthly and quarterly sales targets.
  • Maintain a strong understanding of company products, policies, and industry trends.
  • Maintain accurate records of sales activities and client interactions using CRM software

Preferred candidate profile



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