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JOB DESCRIPTION: INSIDE SALES EXECUTIVE - MUTUAL FUNDS Company: Ratni Distributors Pvt. Ltd. Location: New Delhi Job Type: Full-Time | On-site | 5-Day Working Experience Required: Min 1 years (preferably in Wealth management or Mutual fund Sales) Industry: Mutual Fund Distribution About Ratni Distributors Pvt. Ltd.Ratni Distributors Pvt. Ltd. is a boutique Mutual Fund Distribution firm with an unwavering Client-First Philosophy. We work exclusively with senior-level clients from Government and Public Sector Enterprises, offering turnkey Wealth Management solutions with utmost integrity and precision. We believe in holistic financial empowerment, dignified client relationships, and delivering real impact through financial literacy and structured wealth advisory. If you aspire to be part of a firm that connects directly with policymakers, civil servants, and institutional decision-makers, and want to grow as an astute Wealth Manager specializing for Civil Servants— this is your opportunity. Position OverviewWe are seeking a Mutual Fund -Inside Sales Executive who proactive and persuasive with a foundation in financial planning and understanding of mutual funds. Your primary responsibility will be to engage (tele call) with attendees of our financial planning seminars and schedule one-on-one meetings for personalized consultations. You will play a critical role in converting interest into actionable meetings and shaping long-term wealth journeys of HNI/UHNI clients. Key Responsibilities1. Inside Sales Profile:· Call and follow up with individuals who have attended our financial planning seminars. · Seek google review for the seminar. · Clearly communicate the benefits of a personalized financial planning session. · Schedule and confirm 1-on-1 consultation meetings with our financial advisors. · Maintain calander, share zoom meeting links and coordinate with Advisors · Maintain accurate records of calls, follow-ups, and meeting statuses in the company’s CRM system. · Track and manage a healthy pipeline of prospective clients within the CRM. · Work towards weekly and monthly targets for meeting bookings and conversions. · Build rapport and trust with prospects through effective communication. Key Performance Indicators (KPIs):· Number of 1-on-1 meetings successfully scheduled. · Conversion rate from meetings to paying clients. · Call quality and client engagement scores. · Accuracy and completeness of records in CRM. · Pipeline health and follow-up consistency. Required Skills & Qualifications:· Minimum 1 year of experience in tele sales, tele calling, or customer service preferred. · Strong verbal communication and interpersonal skills. · Self-motivated and target driven. · Fluent in English & Hindi · Basic understanding of financial planning concepts is a plus (training will be provided). · Familiarity with using CRM software or willingness to learn. Tools & Resources Provided: · Company-issued laptop and mobile handset with active connection to make all calls. · Access to CRM system for tracking all interactions and managing follow-ups. · Initial training and ongoing support in using the CRM and handling conversations effectively. Compensation & Benefits: · Fixed salary + Attractive performance-based bonus. · Bonus for every confirmed 1-on-1 meeting. · Additional bonus for successful conversion into clients. · On-the-job training in personal finance and client handling. · Opportunity to grow into senior sales or client advisory roles. Preferred Qualifications & Skills· Bachelor’s Degree in any stream (Full-time, 3-year program) · Preferred Certification: NISM Series V-A (Mutual Fund Distributor) · Experience: Min 1 years (preferably in Wealth management or Mutual fund Sales) · Knowledge in Microsoft Office Suite – Excel, Word, PowerPoint · Knowledge and practical usage of AI tools for content writing · Knowledge in personal finance will be advantageous · Familiarity with CRM tools and pipeline tracking Growth Path & Career JourneyEvery Operations Executive at Ratni goes through the complete Client Lifecycle within the first 3-6 months, including: 1. Investor Awareness Programs (IAPs) – Weekly sessions in Government Departments/CPSEs to generate leads. 2. Lead Qualification – Following up with IAP attendees and assessing interest. 3. Client Meetings – Scheduling and conducting 1-on-1 sessions with Advisors/Management. 4. Comprehensive Financial Planning – Creating and delivering personalized wealth reports using advanced tools and proprietary software. 5. Client Onboarding – Managing relationships with clients and their families as they disclose their complete net worth. 6. Execution & Review – End-to-end handling of investment execution, documentation, and periodic reviews. This immersive exposure empowers the candidate with hands-on knowledge of comprehensive wealth management, akin to international private banking practices. Compensation & Benefits· Flexible Working Hours: 10:30 AM to 6:00 PM (Monday–Friday) · All NSE Holidays, as scheduled on NSE’s website · Special Allowances: o One Work from Home day per week o Unlimited reimbursements for conveyance, books, journals, o Company owned Mobile Handset, Sim with unlimited internet access & Laptop o Access to domestic and international Mutual Fund events · Retention Bonus: ₹1.0 Lakhs on successful completion of the 2-year contract · Prestige & Exposure: Direct interaction with civil servants, policy influencers, and senior public sector leaders Who Should ApplyThis role is ideal for professionals who: · Thrive as an astute Wealth Manager · Value precision, integrity, and proactive engagement · Aspire to lead meaningful financial conversations with India's most esteemed public servants How to ApplyPlease send your updated resume and a short cover note to ratnidistributors@gmail.com with the subject line: “Application for INSIDE SALES Executive – Ratni Distributors Pvt. Ltd.” Join us to not just execute investments but to transform lives through meaningful financial guidance — one relationship at a time. By- RATNI Group ratnidistributors@gmail.com WhatsApp on +91 9319200664 About the Promoter: RATNI FINSERV is a Delhi based knowledge partner offering Wealth management services to Civil Servants & CPSE employees. Their mission is to educate 1 MILLION People and spread financial literacy. Our promoter, Sh Rahul Chandalia (Jain) is a Certified Research analyst, Certified Investment Advisor & Certified Retirement Advisor with 15+ years of experience under his belt. He served as Investment Advisor to Provident funds of 10+ CPSEs playing a pivotal role in equity investments & risk management for assets over INR 30,000 Crores. Later in 2021, he ventured into Wealth management. As a proficient trainer, he adeptly intertwines personal finance into storytelling. He simplifies investing using innovative techniques like quizzes, epic stories,immersive audio/visual etc. He has delivered over 120+ trainings across CPSEs all over India. His journey epitomizes dedication to upskill diverse audiences, leaving a lasting impact. His Mission is to educate 1 Million people with economic empowerment. Educationally, Rahul is alumni of the St. Xavier’s College with master’s in finance with specialization in Retirement Planning. He is also a book worm reading over 20+ books annually and a philanthropist actively engaged with PAF, JITO & TPF. His personal mission is to operationalize a cardiac research center in memorial of his grandmother. Certifications:Investment Advisor Level 1. | Reg No. - NISM-201400001672 | Enrollment No. - 2200111789 Investment Advisor Level 2. | Reg No. - NISM-201400001672 | Enrollment No. – 2200111791 Certified Research Analyst | Reg No. - NISM-201400001672 | Enrollment No. - 1800226897 Certified Retirement Advisor (PFRDA) | Reg No. - NISM-201400001672 | Enrollment No. – 2410398851 Certified Mutual Fund Dist. | Reg No. - NISM-201400001672 | Enrollment No. – 2200000230 Certified Portfolio Manager Dist. | Reg No. - NISM-201400001672 | Enrollment No. – 2310333886
