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Mutual Fund Sales Executive

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Onsite

Mutual Fund Sales Executive

VANSHI WEALTH PRIVATE LIMITED

Mutual Fund Sales Executive

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Gujarat, India

Work mode:

Onsite

Published on:

22 August 2026

What they need


We are looking for a motivated and target-oriented Mutual Fund Sales Executive to join our growing team.

The candidate will be responsible for acquiring new investors, generating business through SIP & Lump Sum investments, developing client relationships, and achieving monthly sales targets.

Why Join Us?

  • Attractive Salary + Performance-Based Incentives
  • Unlimited earning potential through incentives
  • Performance-based monthly incentives & rewards
  • Growth opportunities in the Mutual Fund / Wealth Management industry
  • Professional working environment
  • Training and product support
  • Opportunity to build a long-term career in financial services

Key Responsibilities

  • Generate new leads and acquire new mutual fund investors
  • Promote SIP, Lump Sum and other mutual fund investment solutions
  • Build and maintain strong relationships with clients
  • Conduct client meetings, calls and regular follow-ups
  • Understand client requirements and coordinate for suitable investment solutions
  • Achieve monthly and quarterly business targets
  • Generate business through references, networking and market activities
  • Maintain regular sales activity and follow-up records
  • Coordinate with the operations team for smooth transaction processing
  • Ensure proper documentation and compliance as per company policies

Candidate Profile

  • Graduate in any discipline
  • 0–3 years of experience in Sales / BFSI / Mutual Funds / Insurance / Banking preferred
  • Freshers with excellent communication and sales skills can also apply
  • Strong communication and convincing skills
  • Positive attitude and target-oriented approach
  • Good relationship-building and negotiation skills
  • Basic knowledge of MS Excel, Email and CRM
  • NISM / AMFI certification will be an added advantage

Compensation

Salary + Attractive Performance Incentives

Your earning will grow with your performance. Candidates who consistently achieve business targets can earn significantly higher through performance incentives.

If you are passionate about Sales, Finance & Investments and want to build a rewarding career in the Mutual Fund industry, we would love to hear from you.

Apply Now & Grow Your Career With Us!

Pay: From ₹15,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Flexible schedule

Work Location: In person

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