Job Title: Sales Executive - Mutual Funds

Job Type: Full-timeKey Responsibilities
- Sales Generation: Achieve and exceed daily, weekly, and monthly sales targets for mutual fund products (SIPs, Lumpsum).
- Client Prospecting: Identify new business opportunities, build a strong client base, and convert leads into active investors.
- Relationship Management: Maintain strong, long-lasting relationships with existing and potential clients to encourage repeat investments.
- Advisory Services: Understand client investment goals and risk tolerance to recommend suitable mutual fund schemes.
- Market Analysis: Stay updated on market trends, competitor activities, and regulatory changes to inform sales strategies.
- Documentation: Maintain accurate client records, ensuring compliance with NISM regulations and company policies

Job Types: Full time, Permanent

Pay: ₹45,000.00 - ₹50,000.00 per month

Application Question(s):
- What is your current salary?
- Do you have experience in Mutual Fund sales or General Insurance or Life insurance?
- How many years of experience do you have in mutual fund, general insurance, life insurance ?

Work Location: In person

📌 Sales Executive (Surat)
🏢 Finshark
📍 Surat