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Mutual Fund Sales Executive
Asset Plus
Join the Asset Plus team as a Full Time Mutual Fund Sales Executive on Erekrut, specializing in Mutual Fund Sales Executive in the Banking & Financial Services industry. We are seeking talented individuals with a passion for Sales & Marketing and educational qualifications ranging from Freshers (0-1) Years. Apply now on Erekrut to take the next step in your career with a leading global company.
Confidential
Freshers (0-1) Years
Pan India
Sales
Vacancies- 30Interested Candidates - 291After-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+ 15 More
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Mutual Fund Sales Executive Screening Questions
Job role experience is required
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Relocation preference is required
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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.
