- The Sales Apprentice will support the Sales and Distribution team in promoting mutual fund products, assisting channel partners, and acquiring recent investors. This role offers hands-on exposure to the mutual fund industry and provides an excellent opportunity to learn sales, relationship management, and investment products.
Key Responsibilities:
- 1. Assist the sales team in promoting mutual fund products to distributors, financial advisors, and investors.
- 2. Support relationship management activities with channel partners such as MFDs, banks, IFAs, and wealth managers.
- 3. Conduct market research and identify potential business opportunities.
- 4. Participate in investor awareness programs, branch activities, and marketing campaigns.
- 5. Generate and follow up on leads for business development.
- 6. Maintain records of sales activities, customer interactions, and business opportunities.
- 7. Coordinate with internal teams for transaction processing and customer service support.
- 8. Prepare sales reports, presentations, and MIS as required.
- 9. Stay updated on mutual fund products, market trends, and regulatory guidelines.
Educational Qualification:
- Any Graduate (preferably in Finance/Commerce)
Certification:
- NISM Series V-A (Mutual Fund Distributors Certification) mandatory.
Preferred Candidate Profile:
- NISM-certified fresher looking to build a long-term career in Mutual Funds and Wealth Management.
- Passionate about sales, investments, and client relationship management.
- Energetic, proactive, and eager to learn.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.