•Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.

•Source leads through references, field activity, digital channels, and customer outreach.

•Conduct need-analysis, product presentations, and convert prospects into sales.

•Recommend suitable products based on customer risk profile and financial goals.

•Offer comprehensive investment and protection solutions to increase wallet share.

•Build long-term customer relationships for repeat business.

- Experience

1 - 5 Years

- No. of Openings

30

- Education

Graduate

- Role

Mutual Fund Sales Executive

- Industry Type

FinTech

- Gender

[ Male / Female ]

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

- Perks include

PF

- Face Interview Location

Venue:Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, NM Joshi Marg Lower Parel East, Mumbai, Maharashtra 400013 Next to Lower Parel railway station.(western) & near Curry Road Railway station (central)

📌 Hiring For Mutual Fund Sales (Lower Parel)
🏢 Equentis Wealth Advisory Services
📍 Lower Parel