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 new 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 current 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
• Strong knowledge of Mutual Funds, SIPs, asset allocation, and basic risk profiling
• Good 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