Mutual Fund Sales

Job highlights

• Certified Financial Planner & NISM V-A certification preferred with 1-3 years mutual funds or wealth management experience
• Advise clients on mutual fund investments, acquire and maintain client relationships, ensure compliance, and achieve sales targets

Role & responsibilities

Understand client financial needs, risk appetite, and investment objectives.

Suggest suitable mutual fund schemes and investment solutions based on each client's financial goals and risk profile.

Acquire new clients through references, networking, and lead generation.

Maintain strong relationships with existing clients and provide regular portfolio reviews.

Assist clients with account opening, KYC, SIP registration, purchases, redemptions, switches, and other mutual fund transactions.

Monitor market trends and update clients on relevant investment opportunities.

Follow up with prospective and existing clients to identify new investment opportunities and increase Assets Under Management (AUM).

Ensure compliance with regulatory guidelines and company policies.

Achieve monthly sales targets and business growth objectives.

Coordinate with internal teams for smooth client onboarding and service support.

Maintain accurate records of client interactions and transactions.

Preferred candidate profile

Certified Financial Planner & NISM V-A certification preferred.

1-3 years of experience in mutual funds, wealth management, or financial sales.

Strong understanding of mutual fund products, SIPs, STPs, SWPs, and investment concepts.

Excellent communication, negotiation, and interpersonal skills.

Strong sales aptitude with a client-focused approach.

Ability to build and maintain long-term client relationships.

Self-motivated, target-driven, and result-oriented.

Basic knowledge of financial markets and regulatory compliance.

Proficiency in MS Office, email communication, and CRM systems.

Ability to work independently as well as in a team environment.