Field Sales Representative

Job Title: Sales Executive – Mutual Fund Distribution

Location: Patna

Department: Sales

Reporting To: Sales Manager

Job Summary:

We are seeking a dynamic and results-driven Sales Executive to join our team at R Patel Wealth. The will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing product description & ensuring client satisfaction & risk profiling.

Key Responsibilities:

• Client Acquisition:
• Identify and approach potential clients to promote mutual fund investment opportunities.
• Generate leads through 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.

Required Skills:

• Strong sales and negotiation skills.
• Excellent communication and interpersonal abilities.
• Ability to understand and explain financial products.
• Self-motivated with a target-driven mindset.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.
• NISM Series V-A certification .
• 1-3 years of experience in mutual fund sales or financial services

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Benefits:

• Attractive incentives on achieving sales targets.
• Opportunity for career growth in .
• On-the-job training and skill development.

Job Type: Full-time

Pay: ₹9,616.39 - ₹27,240.21 per month

Benefits:

• Paid time off
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Work Location: In person