Equity & Mutual Fund Sales Executive

1 - 5 years

2 - 3 Lacs

Posted:3 weeks ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About PMS Financial Services:

PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve long-term financial success.

Role Overview:

We are seeking a motivated and proactive Equity & Mutual Fund Sales Executive to join our growing team. This role involves direct client interaction, understanding financial goals, and providing tailored investment solutions in equity and mutual fund segments.

Key Responsibilities:

  • Promote and sell equity and mutual fund products to retail and HNI clients.
  • Understand client risk profiles and recommend suitable investment options (SIPs, lump sum investments, equity portfolios).
  • Develop and maintain strong client relationships through consistent follow-ups and periodic portfolio reviews.
  • Meet and exceed monthly and quarterly sales targets.
  • Stay updated on market developments, regulatory guidelines, and product innovations.
  • Coordinate with internal research and advisory teams for customized client solutions.

Qualifications:

  • Graduate in Finance, Commerce, Economics, or a related field.
  • NISM Mutual Fund (Series V-A) certification; NISM Equity Derivatives (Series VIII) preferred.
  • 1–5 years of relevant experience in mutual fund and equity sales.
  • Strong interpersonal and communication skills.
  • Ability to work independently and manage a client base.

What We Offer:

  • Competitive fixed salary with high-performance incentives.
  • Supportive work environment and ongoing professional development.
  • Exposure to high-net-worth clients and advanced investment strategies.
  • Growth opportunities within a reputed financial services firm.

Job Types: Full-time, Permanent

Pay: ₹250,000.00 - ₹350,000.00 per year

Benefits:

  • Leave encashment
  • Paid time off

Compensation Package:

  • Performance bonus

Schedule:

  • Day shift

Experience:

  • total work: 1 year (Required)

Work Location: In person

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