The Sales & Marketing Executive will drive recent client acquisition and expand existing retail and HNI relationships across mutual funds, fixed-income products, and tailored investment solutions. This role combines direct client engagement, digital and local marketing initiatives, and investor education to scale Assets Under Management (AUM).

Client Acquisition & Business Development
Identify, prospect, and onboard retail, HNI, and corporate clients for mutual funds, PMS, bonds, and related investment products.
Conduct introductory financial consultations to understand client goals, risk profiles, and investment horizons.
Pitch curated portfolio ideas aligned with regulatory guidelines and the firm’s investment framework.

Client Servicing & Retention
Coordinate with the operations and compliance team to ensure seamless KYC, onboarding, SIP registration, and transaction execution.
Schedule periodic portfolio review meetings with clients to maintain long-term engagement and drive referrals.
Maintain up-to-date client records, interaction logs, and pipeline tracking in the firm’s CRM software.

📌 Sales & Marketing Executive Jodhpur (India)
🏢 Finstreet India Consultants
📍 India