VANSHI WEALTH PRIVATE LIMITED
Mutual Fund Sales Executive
Skills
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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