We are looking for a motivated and target-oriented Mutual Fund Sales Executive to join our growing team.

The candidate will be responsible for acquiring new investors, generating business through SIP & Lump Sum investments, developing client relationships, and achieving monthly sales targets.

Why Join Us?
Attractive Salary + Performance-Based Incentives
Unlimited earning potential through incentives
Performance-based monthly incentives & rewards
Growth opportunities in the Mutual Fund / Wealth Management industry
Professional working workplace
Training and product support
Opportunity to build a long-term career in financial services

Key Responsibilities
Generate current leads and acquire new mutual fund investors
Promote SIP, Lump Sum and other mutual fund investment solutions
Build and maintain robust relationships with clients
Conduct client meetings, calls and regular follow-ups
Understand client requirements and coordinate for suitable investment solutions
Achieve monthly and quarterly business targets
Generate business through references,



networking and market activities
Maintain regular sales activity and follow-up records
Coordinate with the operations team for smooth transaction processing
Ensure proper documentation and compliance as per company policies

Candidate Profile
Graduate in any discipline
0–3 years of experience in Sales / BFSI / Mutual Funds / Insurance / Banking preferred
Freshers with excellent communication and sales skills can also apply
Strong communication and convincing skills
Positive attitude and target-oriented approach
Positive relationship-building and negotiation skills
Basic knowledge of MS Excel, Email and CRM
NISM / AMFI certification will be an added advantage

Compensation

Salary + Attractive Performance Incentives

Your earning will grow with your performance. Candidates who consistently achieve business targets can earn significantly higher through performance incentives.

If yo

📌 Mutual Fund Sales Executive Ambawadi
🏢 VANSHI WEALTH PRIVATE
📍 Ambawadi