Job Title: Sales Executive – Mutual Fund Distribution Location: Patna Department: Sales Reporting To: Sales Manager Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at R Patel Wealth. The will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing product description & ensuring client satisfaction & risk profiling. Key Responsibilities: Client Acquisition: Identify and approach potential clients to promote mutual fund investment opportunities. Generate leads through referrals, and networking. Sales & Business Development: Pitch appropriate mutual fund schemes based on client needs and risk appetite. Achieve monthly and quarterly sales targets. Client Relationship Management: Provide after-sales service and maintain regular contact with clients. Address client queries regarding fund performance, market trends, and investment strategies. Product Knowledge & Engagement: Stay updated on mutual fund products, NAVs, and market developments. Educate clients on financial planning, SIPs, SWPs, and other investment options. Compliance & Documentation: Ensure KYC compliance and accurate documentation of all transactions. Maintain detailed records of client interactions and sales activities. Code of conduct As prescribed by AMFI. Required Skills: Strong sales and negotiation skills. Excellent communication and interpersonal abilities. Ability to understand and explain financial products. Self-motivated with a target-driven mindset. Qualifications: Bachelor’s degree in Business, Finance, or a related field. NISM Series V-A certification . 1-3 years of experience in mutual fund sales or financial services * Benefits: Attractive incentives on achieving sales targets. Opportunity for career growth in . On-the-job training and skill development. Job Type: Full-time Pay: ₹9,616.39 - ₹27,240.21 per month Benefits: Paid time off Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person

Key Responsibilities Conduct face-to-face client meetings Generate leads through various channels Pitch products effectively to prospective clients Update Excel sheets with daily activity and data Manage relationships with existing clients About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.

About the job: Key responsibilities: 1. Conduct face-to-face client meetings 2. Generate leads through various channels 3. Pitch products effectively to prospective clients 4. Update Excel sheets with daily activity and data 5. Manage relationships with existing clients Who can apply: Only those candidates can apply who: Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-08-01 23:59:59 Skills required: English Proficiency (Spoken) and Hindi Proficiency (Spoken) Other Requirements: NISM VA About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.

7:00 am to 7:30 pm

Selected Intern's Day-to-day Responsibilities Include Handle bookkeeping tasks accurately and timely. Perform reconciliation of accounts and statements. Assist with taxation-related work and documentation. Enter financial data into Tally and maintain records. About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.