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Sales/Business Development Associate - Mutual Funds

Ahmedabad, Gujarat, India

2 - 3 years

Not disclosed

On-site

Full Time

About Us: Soul Finspire LLP is a leading provider of comprehensive wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. We pride ourselves on delivering personalized, strategic financial advice through a client-focused approach. Job Title: Equity/Mutual Fund Business Development Associate Location: Ahmedabad, Gujarat, India Job Summary: We are seeking a dynamic and results-driven Business Development Associates to join our team. This individual will play a pivotal role in expanding our client base, developing strategic partnerships, and driving revenue growth. Responsibilities: Identifying and acquiring new clients Providing expert advice on equity/mutual fund investments and insurance products Assisting clients in creating and managing their investment portfolios Building and maintaining strong client relationships Staying updated with industry trends and market developments to enhance sales strategies. Collaborating with the team to achieve business goals and contributing to overall business growth. Required Skills and Qualifications: Bachelor's degree in Finance, Economics, or a related field Proven experience in mutual fund distribution or financial advisory Minimum 2-3 year domain experience required Strong knowledge of mutual funds and investment products Excellent communication and interpersonal skills Ability to analyze market trends and make informed recommendations Client-centric approach with a focus on building long-term relationships Proficiency in using financial software and online platforms Optional Skills and Qualifications Passed the NISM Series V-A: Mutual Fund Distributors Certification Examination Benefits: Competitive salary and performance-based incentives (salary as per industry standards) Opportunities for professional growth and development Access to a wide range of investment products and resources Collaborative and supportive work environment How to Apply: If you are passionate about the equity market and have the skills to excel in this role, we would love to hear from you. Please send your resume to shriya@soulfinspire.com Join Soul Finspire and be a part of a team dedicated to making investment experiences seamless and rewarding for our clients Show more Show less

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