Experience: Entry Level to Experienced Professionals

Salary

- Entry Level: ₹15,000 – ₹20,000 per month
- Experienced: ₹30,000 – ₹40,000 per month

Working Days: 5 Days Working Employment Type: Full Time, Permanent

Qualification: Graduation (Any Stream)

Gender: Male/Female

Key Responsibilities

- Promote and sell mutual fund products to potential and existing clients.
- Generate leads through cold calling, references, networking, and other channels.
- Build and maintain strong relationships with clients.
- Understand clients' financial needs and explain suitable mutual fund investment options.
- Follow up with prospective clients and convert leads into customers.
- Achieve monthly and quarterly sales targets.
- Stay updated with mutual fund products, market trends, and investment concepts.
- Maintain proper client documentation and follow applicable compliance requirements.
- Provide regular support and assistance to existing clients.

Requirements For Entry-Level Candidates:

- Freshers and candidates with 0–2 years of experience can apply.
- Graduation in any stream.
- Good communication and interpersonal skills.
- Interest in sales, financial products, and mutual funds.
- Willingness to work in a target-driven environment.
- Basic knowledge of financial markets will be an advantage.

For Experienced Candidates:

- Prior experience in mutual fund sales, financial product sales, wealth management, or financial advisory.




- Robust knowledge of mutual fund products and investment concepts.
- Proven ability to generate leads and achieve sales targets.
- Strong client handling, communication, and negotiation skills.
- Experience in relationship management will be preferred.

Preferred Skills
- Mutual Fund Sales
- Financial Product Sales
- Client Relationship Management
- Lead Generation
- Sales & Negotiation
- Wealth Management / Financial Advisory
- Good Communication Skills

Salary & Benefits
- Fresher / Entry Level: ₹15,000 – ₹20,000 per month
- Experienced Candidates: ₹30,000 – ₹40,000 per month
- 5 Days Working
- Full-time, permanent employment
- Growth opportunities based on performance

How to Apply Interested candidates can share their resume on WhatsApp at (phone hidden)-Deepanshi

Role: MF Advisor

Industry: Investment Banking / Venture Capital / Private Equity

Department: BFSI – Investments & Trading

Role Category: Trading, Asset & Wealth Management

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits

- Flexible schedule
- Leave encashment
- Paid time off
- Work from home

Ability to commute/relocate:
- Gurugram, Haryana: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):
- What is your current & expected salary per month?

Education:
- Bachelor's (Required)

Experience:
- Mutual Fund Advisor: 1 year (Required)

Willingness to travel:
- 100% (Required)

Work Location: In person

📌 Mutual Fund Advisor (Gurugram)
🏢 Ankur Kamra
📍 Gurugram