Sales Manager

FundsIndia

4 - 7 years

0 Lacs

kolkata west bengal india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

crm tools pms excel trackers aifs reporting dashboards mutual funds sebi regulations

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

Client Acquisition & Sales
Develop and execute strategies to acquire retail investors (HNIs, emerging affluent, salaried professionals).
Conduct investor awareness programs, webinars, and one-on-one consultations.
Achieve monthly and quarterly sales targets across product categories.
Customer Relationship Management
Build long-term relationships with retail clients by offering personalized investment solutions.
Provide transparent communication on product features, risks, and returns.
Ensure high client satisfaction and repeat investments.

Required Qualifications

Graduate/Postgraduate in Finance, Business, or related field.
47 years of experience in retail financial product sales.
Strong knowledge of mutual funds, PMS, AIFs, and SEBI regulations.
Proven track record in B2C sales and client acquisition.

Skills & Competencies

Excellent communication and persuasion skills.
Strong presentation and investor education abilities.
Ability to manage multiple retail accounts and pipelines.
Proficiency in CRM tools, Excel trackers, and reporting dashboards.
High ethical standards and compliance orientation.

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