Full job description

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 new customers.
- Promote and sell mutual fund investment products.
- Explain mutual fund schemes and investment advantages 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, or financial services (Specially in MF)
- Knowledge of mutual funds and financial products.
- Strong communication, negotiation, and presentation skills.
- Ability to work independently.

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

Work Location : In person

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:
- Cell phone reimbursement
- Internet reimbursement

Work Location: In person

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