Mutual Fund Sales Executive

1 years

2 - 4 Lacs

Posted:7 hours ago| Platform: GlassDoor logo

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On-site

Job Type

Full Time

Job Description

Are you passionate about finance and helping people achieve their investment goals?
Join our dynamic team and build a rewarding career in Mutual Fund Distribution & Sales!

Role: Mutual Fund Sales Executive
Location: C. G. Road, Ahmedabad
Firm : PMS Financial Services

What You’ll Do:

  • Build and maintain strong client relationships.
  • Educate clients about mutual fund products and assist them in making informed investment decisions.
  • Achieve sales and business development targets.
  • Stay updated on financial market trends and products.

What We’re Looking For:

  • Graduate in any discipline (Finance background preferred).
  • Strong communication & interpersonal skills.
  • Passion for sales and customer service.
  • AMFI/NISM Certification preferred (or willingness to obtain).

What We Offer:

  • Attractive salary + performance-based incentives.
  • Training & certification support.
  • Career growth opportunities in financial services.
  • A supportive and collaborative work environment.

Qualifications:

  • Graduate in Finance, Commerce, Economics, or a related field.
  • NISM Mutual Fund (Series V-A) certification.
  • 1–2 years of relevant experience in mutual fund and equity sales.
  • Strong interpersonal and communication skills.
  • Ability to work independently and manage a client base.

What We Offer:

  • Competitive fixed salary with high-performance incentives.
  • Supportive work environment and ongoing professional development.
  • Exposure to high-net-worth clients and advanced investment strategies.
  • Growth opportunities within a reputed financial services firm.

Job Types: Full-time, Permanent

Pay: ₹250,000.00 - ₹450,000.00 per year

Benefits:

  • Leave encashment
  • Paid time off

Experience:

  • total work: 1 year (Required)

Work Location: In person

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