Mutual Fund Sales (Fresher)

0 - 4 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for building relationships with Independent Financial Advisors (IFAs) to promote and increase sales of mutual fund products. Your role will involve supporting senior team members in business development, client servicing, and market engagement activities. Key Responsibilities: - Assist in developing and maintaining relationships with IFAs and distributors. - Promote mutual fund schemes and support IFAs in selling to their clients. - Provide product information, training support, and respond to basic queries from IFAs. - Coordinate with internal teams for operations, transactions, and documentation. - Track sales performance and help in achieving business targets for the assigned territory. - Learn about market trends, mutual fund products, and competitor offerings. Qualification Required: - Good communication and interpersonal skills. - Interest in financial markets and investments. - Basic understanding of mutual funds or willingness to learn. - Proficiency in MS Excel and basic reporting. - Self-motivated and target-oriented attitude. Role Overview: You will be responsible for building relationships with Independent Financial Advisors (IFAs) to promote and increase sales of mutual fund products. Your role will involve supporting senior team members in business development, client servicing, and market engagement activities. Key Responsibilities: - Assist in developing and maintaining relationships with IFAs and distributors. - Promote mutual fund schemes and support IFAs in selling to their clients. - Provide product information, training support, and respond to basic queries from IFAs. - Coordinate with internal teams for operations, transactions, and documentation. - Track sales performance and help in achieving business targets for the assigned territory. - Learn about market trends, mutual fund products, and competitor offerings. Qualification Required: - Good communication and interpersonal skills. - Interest in financial markets and investments. - Basic understanding of mutual funds or willingness to learn. - Proficiency in MS Excel and basic reporting. - Self-motivated and target-oriented attitude.

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