Sales Executive

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1. About the Company

Mentor Wealth

2. Role Overview

Relationship Manager – Sales

3. Key Responsibilities & KPIs

Responsibilities:

• Develop and execute sales strategies to promote mutual funds.
• Conduct financial need analysis and offer investment solutions aligned with client goals.
• Use CRM tools to track leads, conversions, and customer interactions.
• Stay updated on financial markets, products, and regulatory changes.
• Collaborate with internal teams and participate in team-building events.
• Attend training sessions and pursue relevant certifications (AMFI, NISM).

KPIs:

• Achievement of monthly and quarterly sales targets.
• Client retention rate and satisfaction score.
• Number of certified programs completed and client meetings conducted per week.

4. Must-Have Skills & Experience

Technical Skills:

• Proficiency in CRM platforms, lead management, and digital KYC tools.
• Sound understanding of mutual fund platforms and financial planning tools.
• Competence in Zoom, PowerPoint, and communication software.

Soft Skills & Experience:

• 2–3 years of experience in financial sales or business development.
• Strong communication, negotiation, and relationship-building skills.
• High ethical standards and a customer-centric approach.
• Bachelor's degree (preferably in finance, commerce, or business management).
• AMFI/NISM certification (preferred or willing to pursue).

5. What’s in It for the Candidate

• Career progression opportunities into leadership or advisory roles.
• Continuous learning through training, mentoring, and certification support.
• Recognition through performance-based rewards, team outings, and public appreciation.
• A vibrant workplace culture with weekly team activities and open leadership access.
• A modern tech-enabled work environment that encourages innovation and efficiency.
• Health and wellness benefits that support work-life balance.