Job Title: Sales Executive – Mutual Funds

Company: Aryumoney Services Private Limited

Location: Bhopal

Experience: 2+ Years

Salary: Up to ₹4 LPA

About the Company

Aryumoney Services Private Limited is a trusted mutual fund distributor focused on helping individuals achieve their financial goals through smart and disciplined investing. The company offers a wide range of investment solutions including mutual funds, SIPs, and financial planning services, backed by expert guidance and a customer-centric approach.

About the Role

We are looking for dynamic and result-driven Sales Executives who can drive mutual fund sales and build long-term client relationships. The role involves understanding customer needs, providing suitable investment solutions, and ensuring a seamless investment experience while achieving sales targets.

Key Responsibilities
Identify, prospect, and engage potential clients through calls, emails, meetings, and networking activities.
Understand clients’ financial goals, risk appetite, and investment horizon to recommend suitable mutual fund schemes.
Educate clients about mutual funds, SIPs, market trends, returns, and associated risks in a clear and simple manner.




Assist clients with investment processes including purchase, redemption, and portfolio management.
Build and maintain robust, long-term relationships with clients to generate repeat business and referrals.
Maintain accurate records of client interactions, sales activities, and compliance documentation in CRM systems.
Stay updated with market trends, regulatory updates, and current product offerings.
Consistently achieve assigned sales targets and contribute to team performance.

Key Requirements
Minimum 2+ years of experience in sales (preferably in mutual funds, BFSI, or financial products).
Strong communication and interpersonal skills.
Positive understanding of mutual funds and basic financial concepts.
Ability to explain financial products in a simple and convincing manner.
Target-oriented mindset with strong negotiation skills.
Basic knowledge of CRM tools and MS Office.

What We Offer
Growth opportunities in the financial services domain.
Learning and development support.
Professional and supportive work environment.

Skills:- Mutual funds, SIP and Insurance

📌 Sales Executive Bhopal
🏢 AryuMoney Service Private
📍 Bhopal