Financial Product Advisor Munim Associates

0.0 - 3.0 years

0 Lacs

mehsana, gujarat

On-site

You are a Mutual Fund & SIP Sales Executive / Financial Product Advisor based in Mehsana, Gujarat. As a part of our team, your main responsibility will be to understand client needs, educate them on mutual fund investment options, and assist them in starting and managing their Systematic Investment Plans (SIPs) for achieving long-term financial goals. Your key responsibilities will include promoting and selling Mutual Fund schemes and SIPs to retail and HNI clients, recommending suitable investment plans based on client financial goals and risk appetite, achieving monthly and quarterly sales targets, conducting client meetings and presentations, maintaining client relationships through regular follow-ups, handling KYC and documentation, and ensuring compliance with regulatory guidelines. To excel in this role, you should possess a Bachelor's degree in Finance, Commerce, Marketing, or a related field, have a good understanding of mutual funds, SIPs, and personal financial planning, excellent communication and interpersonal skills, be self-motivated, target-oriented, and a team player, and be proficient in MS Office and digital communication tools. Preferred skills include prior experience in BFSI or financial product sales, the ability to explain complex financial products in a simple and relatable way, and a customer-centric approach with a focus on long-term relationship building. In return, you can expect an attractive incentive structure, ongoing training and certification support, growth opportunities within the company, and exposure to the fast-growing financial services industry.,

Posted 1 week ago

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Relationship Manager -Sales -Aditya Birla Sunlife Mutual Funds. Iram Hr Consultancy Services

2.0 - 6.0 years

3 - 6 Lacs

Hyderabad, Tiruppur, Bengaluru

Work from Office

Drives sales through distributors and explores new market opportunities. Responsible for meeting folio and SIP targets while maintaining brand visibility. Manages distributor onboarding and engagement. Share resume on what's App 8956244952 Required Candidate profile Candidates have minimum 1 years' experience in mutual fund sales Age upto 32 Minimum 1 year to be completed by candidates in their current organisation opening in Bangalore,Hyderabad,Tiruppur,Kollam

Posted 2 months ago

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