Sales Executive – Mutual Funds & Demat Account Opening

Key Responsibilities:

• Identify and approach potential clients for mutual fund investments and Demat account opening.
• Explain product features, benefits, and associated risks to customers.
• Assist clients with KYC documentation and account opening procedures.
• Achieve monthly sales and business development targets.
• Maintain client relationships and ensure regular portfolio follow-ups.
• Educate customers about SIPs, investment options, and financial planning.
• Coordinate with internal teams for smooth account activation and transaction processing.
• Stay updated on financial market trends, mutual fund schemes, and regulatory changes.
• Participate in marketing and promotional activities organized by the company.

Key Skills & Competencies:

• Strong communication and interpersonal skills.
• Good understanding of mutual funds, stock markets, and financial products.
• Persuasive selling and negotiation ability.
• Customer-focused approach with a positive attitude.
• Ability to work independently and meet deadlines.

Qualifications & Experience:

• Bachelor’s degree in Finance, Commerce, Business Administration, or related field.
• NISM Series V-A certification (Mutual Fund Distributor) preferred or must be obtained after joining.
• 0–3 years of experience in financial product sales, preferably in mutual funds or stockbroking.
• Freshers with strong communication skills and interest in financial markets are welcome.

Job Type: Full-time

Pay: ₹12,000.00 - ₹20,000.00 per month

Benefits:

• Provident Fund

Work Location: In person