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 robust, 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
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