Position – Sr. Sales Advisor - Mutual Fund
Company : Brivan Consultants Pvt Ltd
URL : https://www.brivanglobal.com/

Salary: Up-to 60K
Location: New Delhi (Panchsheel Enclave)
Experience: 4-5 years (At least 2 years in Mutual Funds)
Qualification: Graduation (Any Stream)
Gender: Male/Female

Job description: Key Responsibilities

- Handle the existing Business / Clients of of the Firm
- Regular connect with the Clients.
- Provide timely solutions to clients queries.
- Promote and sell mutual fund products to potential clients.
- Generate leads through references and cold calling.
- Build and maintain strong client relationships
- Understand client financial needs and suggest suitable investment options
- Achieve monthly and quarterly sales targets
- Keep track of market trends and mutual fund performance
- Ensure proper documentation and compliance with regulations Requirements

Requirements





- 4-5 yrs of experience in investment portfolio - Sales.
- Minimum 1-3 years of experience in core mutual fund sales
- Good knowledge of mutual fund products and investment concepts
- Strong communication and negotiation skills
- Ability to work in a target-driven workplace
- Basic understanding of financial markets

Preferred Skills

- Experience in wealth management / financial advisory
- Client handling and relationship management
- Sales and convincing ability

Interested candidates can apply or share resume on [email protected] or whatsapp CV on 88009 95981 /88009 94977

Pay: ₹50,000.00 - ₹60,000.00 per month

Benefits:

- Health insurance
- Paid sick time

Work Location: In person

📌 Sr. Sales Advisor - Mutual Funds (Panchsheel Enclave)
🏢 Brivan Consultants
📍 Panchsheel Enclave