Company name: SIP Fund Pvt Ltd.,

Location: Bangalore

Position: Mutual Fund Advisor – Sales

Experience: 2+ Years

- Generate current business through outbound calling, company-provided leads, personal references, networking, and market visits.
- Connect with prospective and existing customers, understand their financial goals and investment requirements, and identify suitable investment opportunities within the applicable product and regulatory framework.
- Explain mutual fund investment options, including SIP and lump-sum investments, clearly to customers and address their questions and objections.
- Conduct face-to-face client meetings and field visits to present investment opportunities, build relationships, and convert prospects into investors.




- Independently manage the complete sales cycle from lead generation and customer interaction to follow-up, conversion, documentation, and investment completion.
- Build and maintain a strong customer network through references, existing client relationships, market networking, and continuous follow-up to generate repeat and referral business.
- Achieve monthly and quarterly sales/investment targets while maintaining accurate sales records, follow-up reports, customer information, and CRM/MIS updates.

Interested candidate share your CV to [email protected] / +91 (phone hidden) Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits

- Provident Fund

Work Location: In person

📌 Mutual Fund Advisor- Sales (Bengaluru)
🏢 Virtual Galaxy Insurance Brokers Private
📍 Bengaluru