Job Title: Sales & Marketing Executive – Mutual Funds

Job Summary:

We are seeking a motivated Sales & Marketing Executive with knowledge of mutual funds to acquire new clients, build relationships, and promote investment products. The ideal candidate should have strong communication skills, sales experience, and a basic understanding of financial markets and mutual fund investments.

Key Responsibilities:

- Generate leads and acquire current customers.
- Promote and sell mutual fund investment products.
- Explain mutual fund schemes and investment benefits to clients.
- Build and maintain long-term client relationships.
- Achieve monthly and quarterly sales targets.
- Conduct client meetings, presentations, and follow-ups.
- Coordinate with internal teams for documentation and account opening.
- Stay updated on market trends and mutual fund performance.
- Ensure compliance with regulatory guidelines.

Requirements:

- Bachelor's degree in Commerce,



Business, Finance, Marketing, or a related field.
- 1–3 years of experience in sales, marketing, banking, insurance, or financial services.
- Knowledge of mutual funds and financial products.
- NISM Mutual Fund certification is preferred.
- Strong communication, negotiation, and presentation skills.
- Ability to work independently and achieve sales targets.
- Proficiency in MS Office and CRM tools is an advantage.

Preferred Skills:

- Customer relationship management.
- Lead generation and conversion.
- Sales and marketing strategies.
- Financial planning basics.
- Teamwork and problem-solving.

Pay: ₹10,000.00 - ₹30,000.00 per month

Benefits

- Health insurance
- Paid sick time
- Provident Fund

Work Location: In person

📌 Sales & Marketing Executive – Mutual Funds (Borivali)
🏢 Street Neon India
📍 Borivali