We are looking for a motivated and result-oriented skilled with a basic understanding of Mutual Funds, Financial Markets, and Investment Products.

Key Responsibilities:

Acquire new clients and build long-term client relationships.

Identify and generate new business opportunities through various channels.

Understand clients’ financial requirements and introduce suitable investment solutions.

Explain Mutual Fund products, investment strategies, and market-related concepts to clients.

Follow up with prospective clients and convert leads into successful investments.

Maintain regular communication with existing clients and provide ongoing support.

Achieve assigned sales and business development targets.

Candidate Profile:

Prior knowledge or experience in Mutual Funds, Financial Markets, Banking, Insurance, or Financial Services will be an advantage.

Strong communication and interpersonal skills.

Sales-oriented approach with a willingness to acquire new clients.

Good relationship-building and convincing skills.

Freshers with a strong interest in financial markets and sales may also apply.

📌 Sales Executive (Mumbai)
🏢 Sbv Mutual Fund Sip Services Center Private
📍 Mumbai