We are seeking a dynamic and client-focused Mutual Fund Sales Executive Female to join our team The role involves building solid client relationships providing financial advisory services and promoting mutual fund products tailored to clients financial goals The ideal candidate should have excellent communication skills a passion for client engagement and the ability to deliver measurable sales growth Key Responsibilities Client Relationship Advisory Develop and maintain strong relationships with new and existing clients investing in mutual funds Act as the primary point of contact for clients addressing queries resolving concerns and providing timely updates Provide personalized financial advice based on clients goals risk appetite and investment horizon Portfolio Management Analysis Conduct periodic reviews of clients investment portfolios Analyze mutual fund performance and market trends to recommend adjustments Share regular performance reports and discuss portfolio strategies with clients Sales Business Development Drive sales of mutual fund products by identifying upselling and cross-selling opportunities Collaborate with the sales team to expand the client base and achieve sales targets Assist in client acquisition through referrals networking and direct engagement Market Awareness Client Education Stay updated on mutual fund schemes market conditions and regulatory guidelines Educate clients through presentations workshops and one-on-one sessions about investment strategies and product benefits Compliance Documentation Ensure all sales activities and client interactions comply with SEBI AMFI guidelines Manage and verify client documentation for account opening transactions and compliance Key Skills Competencies Strong knowledge of mutual funds and financial markets Excellent communication and presentation skills Ability to understand client needs and provide personalized financial solutions Goal-oriented with proven sales and relationship management skills Strong analytical ability to interpret financial data and market trends Proficiency in MS Office and CRM tools Preferred Qualifications AMFI NISM certification mandatory or to be obtained within 3 months of joining Previous experience in financial advisory mutual funds or wealth management Job Type Full-time Pay 15 000 00 - 35 000 00 per month Benefits Cell phone reimbursement Health insurance Experience total work 1 year Preferred Work Location In person

📌 Mutual Fund Sales Manager (Gujarat)
🏢 CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT
📍 Gujarat