Business Development Executive – Mutual Fund Investments
1 week ago
About
is a digital mutual fund investment platform designed to simplify wealth creation for individuals and corporates. We provide basket-based mutual fund portfolios, SIPs, and curated investment strategies — all backed by
technology, compliance, and transparency
.
Role Overview
We are looking for a
Sales Representative based in Pune
to drive both
B2B and B2C client acquisition
. The ideal candidate will have
at least 2 years of experience in mutual fund sales
and a proven track record of generating investment business.
This is a
full-time role
with a fixed salary of
₹25,000 per month
plus
performance-based incentives
.
What You'll Do
- Acquire new clients across
B2B (corporates, partnerships) and B2C (individual investors)
channels. - Educate clients on mutual fund investment options and help them onboard on
- Maintain relationships with existing clients to ensure recurring investments and SIPs.
- Achieve monthly sales targets and report progress to the sales manager/founder.
- Collaborate with the team to implement sales strategies and campaigns.
Who You Are
- Minimum
2 years of experience in mutual fund sales or financial product sales
. - Strong understanding of
mutual fund products, SIPs, and investor behavior
. - Excellent
communication and interpersonal skills
. - Self-motivated, target-driven, and willing to work in a
fast-growing fintech environment
.
Compensation
- ₹25,000/month fixed salary
- Performance-based incentives
for meeting or exceeding sales targets
-
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