We are looking for a Wealth Products Sales Executive who will focus on Mutual Fund sales, SIP on boarding, and client relationship management, along with portfolio reviews and recent client acquisition. The role will also support documentation and on boarding for wealth products like PMS and AIF, and execute investments on the Sharekhan platform.
Key Responsibilities
Drive Mutual Fund sales for existing and new clients
Explain clients about Mutual Funds, SIP benefits, and long-term wealth creation
Guide clients on scheme allocation as per company-defined baskets/models
Encourage and convert clients for lump sum investments in mutual funds along with SIPs
Send SIP reminders to clients on WhatsApp and ensure timely execution
Conduct Mutual Fund portfolio reviews every 9 months and suggest rebalancing as per company approach
Place Mutual Fund and SIP orders on the Sharekhan platform
Handle documentation and onboarding for additional wealth products such as PMS and AIF
Work on new client acquisition for MF, PMS, and AIF products through references, networking, and lead follow-ups
Skills & Requirements
Robust knowledge of Mutual Funds, SIPs, asset allocation, and basic risk profiling
Valuable communication and client-handling skills (WhatsApp + calls + meetings)
Sales-driven mindset with ability to convert leads into long-term clients
Comfortable with handling investment execution platforms (Sharekhan preferred)
Basic documentation knowledge for KYC and onboarding
Ability to build trust and maintain long-term client relationships
Languages: Hindi + English.