Mutual Fund Sales officer

Raghunandan Capital

1 - 3 years

1 - 3 Lacs

agra

Posted:1 week ago| Platform:

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Skills Required

wealth product mutual funds bonds pms sip fd

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

We are looking for an experienced Mutual Fund Sales Officer with strong knowledge of investment products and client relationship management. The ideal candidate should have at least 2 years of experience in mutual fund sales, strong communication skills, and the ability to achieve sales targets.

Key Responsibilities:

Generate leads and acquire new clients for mutual fund investment products.
Explain mutual fund schemes, investment strategies, and benefits to clients.
Conduct client meetings, portfolio reviews, and financial need analysis.
Recommend suitable mutual fund products based on client goals and risk profile.
Achieve monthly and quarterly sales targets.
Maintain strong relationships with existing and potential clients.
Handle client queries, documentation, and KYC processes.
Coordinate with internal teams for smooth onboarding and service delivery.
Stay updated with market trends and new mutual fund schemes.

Required Skills & Qualifications:

Minimum
2 years of experience
in mutual fund or financial product sales.
Good understanding of mutual fund concepts, NAV, SIP, equity & debt products.
Excellent communication and convincing skills.
Strong customer relationship management ability.
Basic knowledge of MS Excel and CRM tools.
NISM Mutual Fund Certification (preferred but not mandatory).

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