We are seeking a motivated Mutual Fund Sales Executive to join our team. In this role, you will focus on generating new mutual fund investments by identifying potential clients and introducing them to suitable investment opportunities. Your efforts will directly contribute to growing the company's mutual fund portfolio by expanding our client base and securing new investments. Key Responsibilities: New Client Acquisition: Identify and target new clients who are interested in investing in mutual funds. Prospect and engage with leads to generate new investment opportunities. Conduct meetings and presentations to introduce the company’s mutual fund products to potential clients. Client Relationship Building: Develop and maintain strong relationships with new clients to encourage repeat investments. Follow up regularly with prospects and clients to ensure continued interest and satisfaction with their investments. Market Expansion: Actively seek new business opportunities and expand the mutual fund client base. Engage with various channels, networks, and platforms to identify new prospects and investment opportunities. Reporting & Documentation: Maintain accurate records of client details, meetings, and new investments. Report regularly on the progress of client acquisition and investment activities.
We are seeking an enthusiastic and persuasive Telecaller to join our team. In this role, you will be responsible for reaching out to new app users, engaging them in meaningful conversations, and converting them into warm leads for our mutual fund sales team. Your contribution will be crucial in creating the first connection with potential investors and building trust in our platform. Key Responsibilities: Lead Engagement & Qualification: Call new app users to introduce them to our platform and services. Understand user interest, investment needs, and financial goals through structured conversations. Qualify leads and prepare them for follow-up by the sales team. Client Education & Support: Clearly explain mutual fund basics, SIP benefits, and our platform’s value proposition in a simple, relatable way. Address user queries, doubts, and concerns to create trust and comfort. Share guidance on how to get started with small, consistent investments. Relationship Building: Build rapport with users to nurture trust and long-term engagement. Maintain polite, professional, and customer-centric communication at all times. Encourage users to take the next step towards starting their investment journey. Reporting & Documentation: Maintain accurate call logs, lead status, and user interaction details in the CRM. Share daily/weekly updates on lead conversion progress with the sales team. Provide feedback from users to help improve product offerings and communication strategies.
About RevenUmf.com RevenUmf.com is a digital mutual fund investment platform designed to simplify wealth creation for individuals and corporates. We provide basket-based mutual fund portfolios, SIPs, and curated investment strategies — all backed by technology, compliance, and transparency. Role Overview We are looking for a Sales Representative based in Pune to drive both B2B and B2C client acquisition. The ideal candidate will have at least 2 years of experience in mutual fund sales and a proven track record of generating investment business. This is a full-time role with a fixed salary of ₹25,000 per month plus performance-based incentives. What You’ll Do Acquire new clients across B2B (corporates, partnerships) and B2C (individual investors) channels. Educate clients on mutual fund investment options and help them onboard on RevenUmf.com. Maintain relationships with existing clients to ensure recurring investments and SIPs. Achieve monthly sales targets and report progress to the sales manager/founder. Collaborate with the team to implement sales strategies and campaigns. Who You Are Minimum 2 years of experience in mutual fund sales or financial product sales. Strong understanding of mutual fund products, SIPs, and investor behavior. Excellent communication and interpersonal skills. Self-motivated, target-driven, and willing to work in a fast-growing fintech environment. Compensation ₹25,000/month fixed salary Performance-based incentives for meeting or exceeding sales targets