Chitnis Financials is a mutual fund distribution practice in Mumbai. We are hiring a Sales & Marketing Executive to help grow our client base.
You will meet prospective clients, explain our services, follow up on leads, and support marketing activity on the ground. You will work directly with the founder and learn the business end to end.
Role & responsibilities
- Meet prospective clients and build relationships
- Explain investment services in simple, transparent language
- Follow up on leads and maintain a clean lead record
- Support existing client relationships and generate referrals
- Assist with seminars and investor awareness events
Preferred candidate profile
- Finance or commerce background
- NISM Series V-A certification (we will support you in clearing it)
- Experience in mutual funds, insurance, banking, or financial sales
- Working knowledge of Excel
What this role is Not
This is a pure sales and marketing role. It does not involve fund research, social media management, or back office operations.
To apply
Apply through this listing, or email your CV to
[email protected]
Please mention in your application if someone referred you to us.
📌 Sales & Marketing Executive (Mutual Fund Distribution) (Mumbai Suburban)
🏢 Chitnis Financials
📍 Mumbai Suburban