19 Oct
|
AryuMoney Service Private
|
Bhopal
19 Oct
AryuMoney Service Private
Bhopal
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
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 strong, 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 new 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 easy 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. :
Qualified and supportive work setting.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
📌 Area Sales Executive Bhopal
🏢 AryuMoney Service Private
📍 Bhopal