Role & responsibilities

Generate leads and acquire recent corporate clients for Mutual Fund Investment and Forex Transaction Processing and Advisory Services.

Understand clients' financial goals, risk appetite, and investment requirements.

Recommend suitable mutual fund schemes based on client needs.

Conduct investor meetings and presentations.

Assist clients with account opening, KYC, SIP registrations.

Cross-sell related financial products such as FX advisory, Forex Transaction Processing, Money changing.

Maintain accurate client records and sales reports and share it with management.

Preferred candidate profile

NISM Mutual fund Distribution to be cleared.

Solid communication and relationship-building skills.

Knowledge of mutual funds and financial markets.

Sales and negotiation abilities.

Customer-focused approach.

Basic understanding of investment and wealth management concepts.

Should be Mobile and has his own vehicle.

Perks and perks

Festive Bonus, Performance bonus

📌 Sales Manager Pune
🏢 Routeforex Solutions
📍 Pune