1 - 31 years

2 - 5 Lacs

Posted:2 weeks ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a motivated Mutual Fund Sales Executive to join our team. In this role, you will focus on generating new mutual fund investments by identifying potential clients and introducing them to suitable investment opportunities. Your efforts will directly contribute to growing the company's mutual fund portfolio by expanding our client base and securing new investments. Key Responsibilities: New Client Acquisition: Identify and target new clients who are interested in investing in mutual funds. Prospect and engage with leads to generate new investment opportunities. Conduct meetings and presentations to introduce the company’s mutual fund products to potential clients. Client Relationship Building: Develop and maintain strong relationships with new clients to encourage repeat investments. Follow up regularly with prospects and clients to ensure continued interest and satisfaction with their investments. Market Expansion: Actively seek new business opportunities and expand the mutual fund client base. Engage with various channels, networks, and platforms to identify new prospects and investment opportunities. Reporting & Documentation: Maintain accurate records of client details, meetings, and new investments. Report regularly on the progress of client acquisition and investment activities.

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