Job Role: Sales / Business Development Executive Mutual Funds

Key Responsibilities:

- Connect with potential and existing clients to generate leads and investment conversations.

- Achieve monthly and quarterly business targets through proactive client engagement and follow-ups.

- Understand client requirements and communicate confidently and professionally.

- Handle basic client queries and maintain a positive customer experience.

- Learn about mutual funds, investment products, and financial markets through training.

- Complete the NISM Series V-A certification within the required timeline.

Requirements:

- Bachelor’s degree in Finance or any relevant discipline. Other graduates with a robust aptitude for sales may also apply.

- Freshers or candidates with up to 1 year of experience in sales, telecalling, customer service, or related roles.

- Excellent communication skills in English and Hindi.

- Confident, spontaneous, and comfortable working in a target-driven environment.

- Basic knowledge of MS Office (Excel, Word & PowerPoint).

- Interest in finance and investments.

📌 Customer Success Executive (Bengaluru)
🏢 symmetrical global search
📍 Bengaluru