Field Sales Executive Mutual Funds

Company: Dhariwal Securities Private Ltd.

Department: Sales & Business Development

Employment Type: Full-Time

Work Location: Field-based, Mumbai

Role Overview

We are looking for a Field Sales Executive to acquire current clients, build relationships with individuals and families, promote mutual fund distribution services, and generate investment business through field visits, client meetings, referrals and local market development.

Key Responsibilities

- Visit prospective clients at homes, offices and businesses to introduce the company's financial services.
- Generate leads through networking, referrals, corporate visits and local market research.
- Explain mutual funds, SIPs, lump-sum investments and different fund categories in simple language.
- Understand clients' financial goals, investment horizons, liquidity needs and risk tolerance, and collect information for the company's client-profiling process.
- Arrange client meetings, presentations and follow-up visits.
- Assist with client onboarding, KYC, documentation and transaction processes.
- Maintain relationships with existing clients and support continued investments, SIP continuity and referrals.




- Coordinate with the telecalling team and Relationship Managers to convert qualified leads.
- Maintain records of field visits, leads, follow-ups and sales conversions in the CRM system.
- Achieve assigned monthly targets for client acquisition, meetings and business generation.

Required Skills
- Strong communication and relationship-building skills.
- Confidence in face-to-face sales discussions.
- Interest in mutual funds, SIPs, financial markets and investment products.
- Ability to generate leads independently and develop a local network.
- Good negotiation, presentation, follow-up and time-management skills.
- Basic knowledge of Excel, email, mobile applications and CRM systems.
- Willingness to travel locally for client meetings.

Eligibility
- Graduates preferred; 12th-pass candidates with relevant sales experience may also apply.
- Freshers with strong communication skills are welcome.
- Experience in mutual funds, banking, insurance, loans or financial-services sales is an advantage.

Compensation Performance-based incentives will be provided in addition to the fixed salary.

Interested candidates can apply with their updated CV.

📌 Field Sales Executive - Mutual Funds (Goregaon)
🏢 Dhariwal Securities Private
📍 Goregaon