Sales and Marketing Executive

Job Title: Sales Executive – Mutual Fund Distribution Job Purpose: To drive sales and business development activities for mutual fund products by acquiring new clients, maintaining strong relationships with existing clients, and ensuring customer satisfaction in line with organizational goals. Key Responsibilities: Business Development & Client Acquisition Identify and approach prospective investors for mutual fund investments. Conduct client meetings, explain various mutual fund schemes, and recommend suitable products based on client needs. Achieve monthly and quarterly sales targets. Client Relationship Management Build and maintain strong, long-term relationships with clients. Provide after-sales service, including portfolio reviews and updates. Handle client queries and resolve issues promptly. Market Research & Awareness Stay updated with the latest mutual fund products, NAVs, market trends, and SEBI/AMFI regulations. Provide clients with regular updates on market conditions and investment opportunities. Sales & Reporting Maintain client records, sales reports, and transaction details. Report daily/weekly sales activities to the manager. Ensure compliance with company and regulatory guidelines. Promotional Activities Organize and participate in investor awareness programs, seminars, and client meetings. Assist in marketing campaigns and digital outreach activities. Skills & Competencies Required: Strong communication and interpersonal skills Sales and negotiation abilities Good knowledge of mutual funds, capital markets, and investment products Customer service orientation Ability to work under targets and deadlines Qualification & Experience: Graduate (preferably in Finance, Commerce, or Business) NISM Series V-A Mutual Fund Distributors Certification (mandatory as per AMFI guidelines) 1–3 years of experience in sales/financial services (preferred, freshers with certification can also apply)