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Mutual Fund Sales Executive
Asset Plus

Experience

Freshers (0-1) Years

Salary

Confidential

Location

Pan India
Posted - 95 days ago
Applications - 0
Vacancies- 30
Register Login To Apply
Asset Plus is seeking a motivated Mutual Fund Sales Executive to join our team. The successful candidate will be responsible for building and maintaining client relationships, selling mutual fund products, and providing financial advice to clients. The ideal candidate will have strong communication and sales skills, a deep understanding of mutual funds and investment products, and a proven track record of meeting sales targets. This role requires a high level of initiative, self-motivation, and the ability to work independently to drive business growth. If you are passionate about helping clients achieve their financial goals and have a drive for sales success, we want to hear from you.
Job Description

- Responsible for prospecting and acquiring new clients in the mutual fund industry
- Develop and maintain relationships with existing clients to increase assets under management
- Provide personalized investment recommendations and financial advice to clients
- Collaborate with portfolio managers to identify investment opportunities that align with client objectives
- Monitor market trends and economic data to inform investment decisions
- Utilize CRM systems to track client interactions and manage sales pipeline
- Achieve sales targets and meet key performance indicators set by management
- Stay current on industry regulations and compliance standards to ensure adherence in all sales activities.

Experience- 0-1 Year

Salary- Commission

Designation

Mutual Fund Sales Executive

Key Skills
After-Sales SupportB2C SalesCall HandlingCRM and Sales Tools ProficiencyCustomer AssistantCustomer Care ExecutiveCustomer EngagementCustomer ExperienceCustomer HandlingEffective communicationFinancial BackgroundFinancial Risk ManagementMutual Fund SalesMutual Fund Sales ExecutiveMutual FundsNegotiation SkillsSalesSales Executive
Industry

Banking & Financial Services

Functional Area

Sales & Marketing

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office

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