About mNiveshmNivesh is a leading mutual fund distribution and wealth management firm, helping clients achieve their financial goals through a range of investment and financial products.
Role OverviewWe are looking for a motivated and client-focused Mutual Fund Executive to manage client relationships, generate business opportunities, and provide investment-related assistance while promoting mutual fund products.
Key Responsibilities
- Generate leads and acquire new clients for mutual fund investments.
- Understand clients' financial goals and recommend suitable mutual fund products.
- Explain mutual fund schemes, features, risks, and investment options.
- Build and maintain solid relationships with existing and prospective clients.
- Assist clients with account opening, KYC, onboarding, and investment transactions.
- Coordinate with fund houses and internal teams for smooth execution of transactions.
- Follow up with clients and provide regular portfolio updates.
- Achieve assigned business and sales targets.
Required Skills & Qualifications
- Graduate in any discipline (Finance/Commerce preferred).
- 1–3 years of experience in Mutual Funds, BFSI, Banking, or Financial Services preferred.
- Good communication and client-handling skills.
- Basic knowledge of mutual fund products and financial markets.
- Sales-oriented approach with strong relationship-building abilities.
- NISM certification preferred/mandatory as per role requirements.
What We Offer
- Growth opportunities in the wealth management industry.
- Professional learning and development.
- Performance-based incentives.
📌 Sales Mutual Fund (Delhi)
🏢 mNivesh
📍 Delhi
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