Mutual Fund Sales Executive

Key Responsibilities:

• Develop and maintain strong relationships with new and existing clients investing in mutual funds.
• Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.
• Provide personalized financial advice based on clients goals, risk appetite, and investment horizon.

Qualifications:

• Bachelor's (Preferred)
• AMFI/NISM certification (mandatory or to be obtained within 3 months of joining).
• Strong knowledge of MF operations & platforms.
• Proficient in MS Excel & documentation.
• Previous experience in financial advisory, mutual funds, or wealth management.

Portfolio Management & Analysis:

• Conduct periodic reviews of clients’ investment portfolios.
• Analyze mutual fund performance and market trends to recommend adjustments.
• Share regular performance reports and discuss portfolio strategies with clients.

Sales & Business Development:

• Drive sales of mutual fund products by identifying upselling and cross-selling opportunities.
• Collaborate with the sales team to expand the client base and achieve sales targets.
• Assist in client acquisition through referrals, networking, and direct engagement.

Market Awareness & Client Education:

• Stay updated on mutual fund schemes, market conditions, and regulatory guidelines.
• Educate clients through presentations, workshops, and one-on-one sessions about investment strategies and product benefits.

Compliance & Documentation:

• Ensure all sales activities and client interactions comply with SEBI/AMFI guidelines.
• Manage and verify client documentation for account opening, transactions, and compliance.

Key Skills & Competencies:

• Strong knowledge of mutual funds and financial markets.
• Excellent communication and presentation skills.
• Ability to understand client needs and provide personalized financial solutions.
• Goal-oriented with proven sales and relationship management skills.
• Strong analytical ability to interpret financial data and market trends.
• Proficiency in MS Office and CRM tools.