Key Responsibilities
- Generate new business opportunities through referrals, networking, cold calling, and lead generation activities.
- Promote and sell mutual fund investment products to individual and corporate clients.
- Understand clients' financial goals and recommend suitable mutual fund solutions.
- Build and maintain long-term relationships with investors and business partners.
- Conduct client meetings, investment presentations, and financial awareness sessions.
- Achieve monthly and quarterly sales targets.
- Follow up with prospects and convert leads into active investors.
- Coordinate with operations and compliance teams for smooth account opening and transaction processing.
- Maintain accurate client records and sales reports in CRM systems.
- Stay updated on mutual fund products, market trends, SEBI regulations, and industry developments.
- Ensure high standards of customer service and regulatory compliance throughout the sales process.
Required Qualifications
- Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
- 1-5 years of experience in Mutual Funds, Wealth Management, Financial Services, Insurance, Banking, or Investment Sales.
- NISM Certification (Mutual Fund Distributor/Investment Advisor) will be preferred.
- Knowledge of financial markets and investment products is an added advantage.
Required Skills:
- Solid sales, negotiation, and relationship-building skills.
- Excellent verbal and written communication skills.
- Sound understanding of mutual funds and investment products.
- Ability to explain financial concepts in a straightforward and effective manner.
- Proficiency in MS Office and CRM software.
- Strong analytical and customer relationship management skills.
- Self-motivated with a target-oriented approach.
Preferred Attributes
- Passion for financial services and investment advisory.
- Professional and ethical approach to client servicing.
- Excellent presentation and interpersonal skills.
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