Job Summary

We are looking for a motivated and customer-focused Sales Associate to promote and sell mutual fund investment products to individual and corporate clients. The role involves acquiring current customers, maintaining client relationships, understanding investment needs, and achieving sales targets while ensuring compliance with financial regulations.

Key Responsibilities
- Identify and acquire new clients for mutual fund investments.
- Explain various mutual fund products, SIPs, ELSS, debt funds, equity funds, and hybrid funds to customers.
- Assess client financial goals and recommend suitable investment options.
- Generate leads through cold calling, networking, referrals, and field visits.
- Maintain strong relationships with existing clients for repeat business and portfolio growth.
- Achieve monthly and quarterly sales targets.
- Assist customers with KYC documentation and account opening processes.
- Stay updated on market trends, mutual fund performance,



and regulatory guidelines.
- Coordinate with relationship managers, banks, and financial advisors when required.
- Ensure compliance with company policies and financial regulations.

Required Skills & Qualifications
- Bachelor’s degree in Commerce, Business Administration, Finance, or related field.
- Knowledge of mutual funds and financial products.
- Strong communication and interpersonal skills.
- Sales and negotiation abilities.
- Basic understanding of financial markets and investment concepts.
- Proficiency in MS Excel and CRM tools.
- Customer-oriented approach with problem-solving skills.

Experience
- 2-4 years of experience in financial product sales.

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:
- Provident Fund

Work Location: In person

📌 Sales Associate (Shirdi)
🏢 Deziners Studio
📍 Shirdi