JOB SUMMARY

We are looking for an enthusiastic, self-motivated and target-oriented Sales Executive to generate new business, acquire clients and strengthen existing client relationships.

The candidate will be responsible for lead generation, client calling, scheduling meetings, explaining mutual fund products, conducting follow-ups and achieving monthly sales targets.

The ideal candidate should have strong communication skills, a convincing personality and an interest in building a career in financial services.

KEY RESPONSIBILITIES

1. Lead Generation & Client Acquisition

- Identify potential clients and generate new business leads.
- Make daily outbound calls to prospective clients.
- Schedule and attend client meetings.
- Convert qualified leads into clients through regular follow-ups.

2. Sales & Business Development

- Promote mutual fund investment services, including SIP and lump-sum investments.
- Understand client requirements and explain product features professionally, within applicable regulatory guidelines.
- Achieve assigned monthly and quarterly sales targets.
- Develop new business opportunities through referrals and networking.

3. Client Relationship Management

- Build and maintain strong relationships with existing and prospective clients.
- Conduct regular client follow-ups.
- Coordinate with Relationship Managers and the back-office team for smooth processing of client requests.

4. Reporting & Documentation

- Maintain daily records of calls, leads, meetings and conversions.
- Update lead status and follow-up details in CRM/Excel.
- Submit daily and weekly sales performance reports.
- Track sales achievements against assigned targets.

5.



Client Meetings & Field Work

- Visit prospective and existing clients whenever required.
- Attend sales meetings, training sessions and business development activities.
- Maintain professional behaviour and communication during client interactions.
- CANDIDATE PROFILEGraduate in any discipline; B.Com, BMS, BBA or MBA preferred.
- Freshers and experienced candidates can apply.
- Good communication and interpersonal skills.
- Strong convincing, negotiation and relationship-building abilities.
- Target-oriented, proactive and self-motivated.
- Basic knowledge of MS Excel, MS Office and CRM.
- Interest in mutual funds, investments and financial services.
- Comfortable with client calling, field visits and meetings.
- Willingness to learn and grow with the organisation.

KEY PERFORMANCE INDICATORS (KPIs)

- Daily client calls and follow-ups.
- Number of client meetings conducted.
- New leads generated.
- Number of new clients acquired.
- SIP business generated.
- Lump-sum investment business generated.
- Monthly sales target achievement.
- Lead-to-client conversion ratio.

COMPENSATION & BENEFITS

- Fixed Salary: ₹18,000 – ₹30,000 per month, depending on experience and skills.
- Incentives: Performance-based sales incentives.
- Training: Mutual fund product knowledge and sales training.
- Growth: Career development opportunities based on performance.

WORKING DETAILS

Location: Goregaon East, Mumbai

Working Days: Monday to Saturday

Employment Type: Full time

Nature of Work: Office + Field Sales

Industry: Mutual Fund Distribution

Note: The role involves mutual fund distribution and client servicing. Any investment-related

📌 Sales Executive (Mumbai)
🏢 Nayan Balmukund Saraiya
📍 Mumbai