Mutual Funds Sales Executive

1 week ago


Remote, India AssetPlus Full time ₹ 3,36,000 - ₹ 6,72,000 per year

Role Overview

AIFL is seeking a motivated and results-driven Mutual Funds Sales Executive to join our team. In this role, you'll focus on acquiring new clients, promoting mutual fund products, and driving sales to meet targets. If you enjoy interacting with people and have a strong interest in financial markets, this role is for you.

Key Responsibilities

  • Actively prospect and generate leads for mutual fund sales.
  • Meet with potential clients to understand their investment goals and recommend suitable mutual fund schemes.
  • Achieve monthly and quarterly sales targets.
  • Maintain regular follow-ups with clients and address their investment queries.
  • Build and nurture long-term client relationships to ensure repeat business.
  • Stay updated on mutual fund products, market trends, and competitor offerings.
  • Work closely with the internal team to ensure seamless client onboarding and transaction processing.

Requirements

  • Prior experience in mutual fund sales or financial product sales preferred.
  • Knowledge of mutual fund products and basic investment principles.
  • Strong communication and negotiation skills.
  • Target-driven and self-motivated personality.
  • Proficiency in using basic tools like Microsoft Excel and CRM systems.
  • AMFI/NISM certification is a plus.

Why Join Us?

  • Attractive incentive structure in addition to base pay.
  • Opportunities for growth in a fast-paced and dynamic environment.
  • Access to training programs to enhance product knowledge and sales skills.

Job Types: Full-time, Part-time, Permanent, Fresher, Contractual / Temporary, Freelance

Pay: ₹32, ₹56,000.00 per month

Work Location: Remote



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