Financial Product Advisor

Job Description

Job Title: Mutual Fund & SIP Sales Executive / Financial Product Advisor Location: Mehsana, Gujarat Job Type: Full-time Experience Required: 0–3 years (Freshers with good communication skills are welcome) Salary: As per your experience Job Summary: We are looking for a motivated and customer-focused individual to join our team as a Mutual Fund & SIP Sales Executive . The role involves understanding client needs, educating them about mutual fund investment options, and helping them start and manage their Systematic Investment Plans (SIPs) for long-term financial goals. Key Responsibilities: Promote and sell Mutual Fund schemes and Systematic Investment Plans (SIPs) to retail and HNI clients. Understand client financial goals and risk appetite to recommend suitable investment plans. Achieve monthly and quarterly sales targets for mutual funds and SIP enrollments. Conduct client meetings, presentations, and financial awareness sessions. Maintain client relationships through regular follow-ups and updates. Handle KYC, documentation, and ensure compliance with regulatory guidelines (SEBI/AMFI). Use CRM tools or internal software to track leads, client interactions, and conversions. Stay updated on market trends, new fund offerings, and changes in regulatory guidelines. Requirements: Bachelor’s degree in Finance, Commerce, Marketing, or related field. Good understanding of mutual funds, SIPs, and personal financial planning. Excellent communication and interpersonal skills. Self-motivated, target-oriented, and a team player. Proficient in MS Office and digital communication tools. Preferred Skills: Prior experience in BFSI or financial product sales is a plus. Ability to explain complex financial products in a simple and relatable way. Customer-centric approach with a focus on long-term relationship building. Benefits: Attractive incentive structure Ongoing training and certification support Growth opportunities within the company Exposure to the fast-growing financial services industry Show more Show less