Job Summary
We are looking for a dynamic and motivated Sales Executive to drive customer acquisition and generate business through the sale of Mutual Funds and SIP investment products. The role involves identifying potential customers, handling leads, conducting sales calls, understanding customer investment needs, explaining suitable investment options, and converting prospects into customers. The ideal candidate should have strong communication, convincing, follow-up, and closing skills, with a passion for achieving sales targets and building long-term customer relationships.
Key Responsibilities
Generate and convert leads through calling, follow-ups, and customer interactions.
Promote and sell Mutual Funds, SIPs, and investment products.
Achieve daily, weekly, and monthly sales targets.
Understand customer financial requirements and recommend suitable investment options.
Handle customer objections and effectively close sales.
Maintain regular follow-ups with prospects and existing customers.
Assist customers with the investment and onboarding process.
Maintain accurate lead,



customer, and sales records in CRM.
Build and maintain long-term customer relationships.

Requirements
Requirements
1–2 years of experience in Mutual Funds, Financial Services, Banking, Insurance, Wealth Management, or FinTech (Preferred).
Freshers with strong communication and sales skills may also be considered.
Good understanding of Mutual Funds and SIPs preferred.
Excellent communication, convincing, negotiation, and closing skills.
Robust follow-up and customer-handling abilities.
Target-oriented and self-motivated approach.
Comfortable with outbound calling and lead conversion.
About MySIPonline
MySIPonline is a digital investment platform focused on helping individuals make informed investment decisions through Mutual Funds, SIPs, and other investment solutions. The platform aims to simplify the investment journey by providing accessible investment options, customer support, and techno

📌 Sales Executive (Udaipur)
🏢 Cognus Technology
📍 Udaipur