Mutual Funds Sales Executive

Role Overview: As a Mutual Fund Sales Executive, your primary responsibility will be to promote, sell, and advise clients on mutual fund investment products. You will play a crucial role in acquiring new customers, building lasting relationships, providing investment guidance, and meeting sales targets in a fast-paced financial environment. Key Responsibilities: - Prospect and acquire new clients for mutual fund products through networking, referrals, and outreach activities. - Assess client financial needs, goals, and risk appetite to recommend suitable mutual fund schemes. - Present, explain, and clarify mutual fund features, benefits, and performance to clients. - Facilitate and document mutual fund transactions such as purchase, initiation, and redemption. - Ensure compliance with industry and regulatory standards in all sales activities. - Maintain client records, prepare periodic reports, and offer after-sales support. - Assist clients in utilizing online platforms for investment management. - Stay updated with market trends, mutual fund updates, and competitor offerings. - Meet or exceed monthly/quarterly sales targets and provide activity reports to management. Qualification Required: - Bachelor's degree in Finance, Business, Economics, or a related field is preferred. - AMFI/NISM Mutual Fund Distributor certification is required (or willingness to acquire). - 1-2 years of experience in sales or financial advisory roles is preferred. Location: Sector-24, Gurgaon Additional Details: The company is looking for individuals who are willing to reliably commute to Gurugram, Haryana or plan to relocate before starting work. Application Question(s): - What is your notice period If serving, what is your last working day - What is your current CTC and expected CTC Experience: - Sales: 1 year (Required),