Job Title : Sales Executive - Mutual Funds

Job Type : Full-timeKey Responsibilities

- Sales Generation : Achieve and exceed daily, weekly, and monthly sales targets for mutual fund products (SIPs, Lumpsum).
- Client Prospecting : Identify new business opportunities, build a solid client base, and convert leads into active investors.
- Relationship Management : Maintain strong, long-lasting relationships with existing and potential clients to encourage repeat investments.
- Advisory Services : Understand client investment goals and risk tolerance to recommend suitable mutual fund schemes.
- Market Analysis : Stay updated on market trends, competitor activities, and regulatory changes to inform sales strategies.
- Documentation : Maintain accurate client records, ensuring compliance with NISM regulations and company policies

Job Types : Full-time, Permanent

Pay: ₹45,000.00 - ₹50,000.00 per month

Application Question(s):

- What is your current salary?
- Do you have experience in Mutual Fund sales or General Insurance or Life insurance?
- How many years of experience do you have in mutual fund, general insurance, life insurance ?

Work Location: In person

📌 Sales Executive (Mutual Fund) (Surat)
🏢 Finshark
📍 Surat