Mutual Fund Sales Executive

Experience

Freshers (0-1) Years

Salary

Confidential

Location

Pan India
Posted - 300 days ago
Applications - 0
Vacancies- 30
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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