Job Description - Mutual Fund Sales Executive

Position: Mutual Fund Sales Executive
Location: New Delhi (Panchsheel Enclave)
Experience: 2-5 years
Qualification: Graduation (Any Stream)
Gender: Male/Female

Key Responsibilities
- Promote and sell mutual fund products to potential clients
- Generate leads through cold calling, references, and networking:
- Build and maintain strong client relationships:
- Understand client financial needs and suggest suitable investment options:
- Achieve monthly and quarterly sales targets:
- Keep track of market trends and mutual fund performance
- Ensure proper documentation and compliance with regulations

Requirements:
- Minimum 2-5 years of experience in core mutual fund sales:
- Positive knowledge of mutual fund products and investment concepts:




- Strong communication and negotiation skills:
- Ability to work in a target-driven environment:
- Basic understanding of financial markets

Preferred Skills
- Experience in wealth management / financial advisory:
- Client handling and relationship management
- Sales and convincing ability

Pay: ₹35,000.00 - ₹40,000.00 per month

Benefits:
- Health insurance

Application Question(s):
- How many clients did you handle or convert during your experience?

Experience:
- Mutual fund sales: 2 years (required)

Willingness to travel:
- 100% (required)

Work Location: In person

📌 Mutual Fund (Panchsheel Enclave)
🏢 KJAG & Associates
📍 Panchsheel Enclave