Gupta Investments Financial Services Pvt. Ltd. is an AMFI-registered mutual fund distributor established in 1995. With decades of experience in financial services, we help clients achieve their financial goals through personalized investment guidance and long-term wealth planning. We believe in building lasting client relationships founded on trust, transparency, and quality service.
Role Description
We are looking for motivated and client-oriented professionals to join our team as Mutual Fund Sales Executives. This is a full-time, on-site role based in Mumbai.
Key Responsibilities
• Identify and develop new client relationships through prospecting, referrals, and networking.
• Understand clients’ financial goals and explain suitable mutual fund investment solutions.
• Follow up with prospective clients and convert leads into long-term relationships.
• Build and maintain strong relationships with existing and prospective clients.
• Support client meetings, investment presentations, and financial awareness initiatives.
• Maintain accurate records of client interactions, follow-ups, and sales activities.
Qualifications
• Solid communication, interpersonal, and relationship-building skills.
• Interest in sales, financial services, and investment products.
• Basic understanding of mutual funds and financial markets; relevant certifications are an advantage.
• A proactive approach to lead generation, follow-ups, and achieving sales targets.
• Basic proficiency in MS Excel and other office applications.
• Bachelor’s degree in Finance, Commerce, Business, or a related field preferred.
• High integrity and a client-first approach.