Fresher - BCom - RM (MF Sales) - Asset Management Company

• Drive retail mutual fund sales in an assigned territory: generate leads, conduct investor meetings, convert prospects into SIPs and lump-sum subscriptions to grow AUM.
• Handle end-to-end investor onboarding and servicing: complete KYC, complete application/mandate collection, explain product features, and ensure accurate documentation.
• Educate clients on mutual fund solutions (equity, debt, hybrid), SIP benefits, systematic withdrawal plans, and risk-return profiles to enable informed decisions.
• Collaborate with the internal sales support and operations teams to ensure timely transaction processing, investor communications, and issue resolution.
• Maintain and update CRM with leads, follow-ups, conversions, and pipeline metrics; provide weekly territory reports and achievement updates against targets.
• Attend training, product briefings, and sales huddles; proactively upskill on regulatory compliance (KYC/AML) and obtain required certifications (NISM/AMFI).
  

Skills & Qualifications

Must-Have

• B.Com graduate, freshers or up to 1 year of relevant internship/field sales experience; willing to work on-site across India.
• Strong communication, interpersonal skills, and client-facing confidence; comfortable with door-to-door and field meetings.
• Basic understanding of mutual funds, SIPs, and personal finance concepts; quick learner with numerical comfort.
• Able to complete investor KYC, basic documentation, and follow compliance guidelines; high integrity and attention to detail.
• Willingness to obtain NISM Mutual Fund Distributor certification and AMFI registration within the stipulated timeframe.
• Proficiency in MS Excel and familiarity with CRM tools (or ability to learn quickly).
  

Preferred

• Prior internship or experience in financial services, sales, or customer service; local language fluency for territory engagement.
• Valid driving license and willingness for regular travel within assigned territory.
  

• Structured sales onboarding and product training with a clear career path from RM → Senior RM → Team Lead.
• Attractive incentive structure (performance bonuses, referral programs) plus fixed salary and field allowances.
• High-energy, target-driven culture with mentorship from experienced AMCsales leaders and frequent skill-building sessions.