Job Summary

The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring recent investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines.

Key Responsibilities

- Promote and sell mutual fund products to new and existing clients.
- Generate leads through referrals, campaigns, and customer interactions.
- Explain investment options, SIPs, lump-sum investments, and portfolio

diversification.
- Conduct investor awareness programs and promotional activities.
- Maintain regular follow-up with clients for additional investments and

renewals.
- Achieve monthly SIP, AUM, and revenue targets.




- Coordinate with branch staff and business partners to increase mutual fund

business.
- Ensure compliance with all regulatory and company policies.

Required Qualifications
- Graduate in any discipline (MBA/Finance, Graduates or post graduates

fianc preferred).
- NISM Series V-A Mutual Fund Distributors Certification required / without

certification can also apply
- 1-3 years of experience in Mutual Funds, Financial Services, Banking, NBFC,

Insurance or in any sales experience.

PRAGYA

(phone hidden)

[email protected]

📌 Mutual Fund Executive (Lucknow)
🏢 Muthoot Finance
📍 Lucknow