Job Role: Sales / Business Development Executive – Mutual Funds
Key Responsibilities:
- Connect with potential and existing clients to generate leads and investment conversations.
- Achieve monthly and quarterly business targets through proactive client engagement and follow-ups.
- Understand client requirements and communicate confidently and professionally.
- Handle basic client queries and maintain a positive customer experience.
- Learn about mutual funds, investment products, and financial markets through training.
- Complete the NISM Series V-A certification within the required timeline.
Requirements:
- Bachelor’s degree in Finance or any relevant discipline. Other graduates with a strong aptitude for sales may also apply.
- Freshers or candidates with up to 5 year of experience in sales, telecalling, customer service, or related roles.
- Excellent communication skills in English and Hindi.
- Confident, spontaneous, and comfortable working in a target-driven setting.
- Basic knowledge of MS Office (Excel, Word & PowerPoint).
- Interest in finance and investments.