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

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 ideal candidate will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing financial services, and ensuring client satisfaction. Key Responsibilities: Client Acquisition: Identify and approach potential clients to promote mutual fund investment opportunities. Generate leads through cold calling, 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 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. 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. 1-3 years of experience in mutual fund sales or financial services Benefits: Attractive incentives on achieving sales targets. Opportunity for career growth in financial services. On-the-job training and skill development.