Mutual Fund Product Sales

PRISTINE CONSULTANCY FZE; Dubai; On-site; AED 220,000 - 294,000; Full time

Job summary

A recruitment agency in financial services is seeking a dynamic sales professional to focus on mutual fund product sales. The ideal candidate will have a strong background in financial services, particularly mutual funds, and proven sales success. Responsibilities include client relationship development, market research, and promoting investment solutions. The position requires excellent communication skills and a self-motivated nature. Successful candidates will enjoy a fast-paced environment aimed at helping clients achieve their financial goals.

Qualifications

• Strong background in financial services, specifically in mutual funds or investment products.
• Proven track record of successful sales experience in the financial sector.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop and maintain relationships with clients to understand their financial needs.
• Conduct comprehensive market research to identify new business opportunities.
• Present and promote mutual fund products to clients.

Skills

Sales Expertise

Financial Acumen

Communication Skills

Client Relationship Management

Analytical Skills

Education

Relevant certifications in finance or investments

Tools

Financial analysis tools

CRM software

Job description

We are seeking a dynamic and results-driven professional to join our team in the financial services sector, focusing on mutual fund product sales. This position is perfect for individuals who thrive in a fast-paced environment and are passionate about helping clients achieve their financial goals through investment solutions. The ideal candidate will possess a strong understanding of mutual funds and investment strategies, enabling them to provide expert guidance to clients. As part of our recruitment agency, you will play a pivotal role in connecting clients with top-tier financial services and ensuring their needs are met with precision.

Responsibilities

1. Develop and maintain relationships with clients to understand their financial needs and objectives.
2. Conduct comprehensive market research to identify new business opportunities and potential clients within the mutual fund sector.
3. Present and promote mutual fund products to clients, demonstrating the value and benefits of each option.
4. Collaborate with financial advisors and investment managers to create tailored investment strategies for clients.
5. Provide ongoing support to clients, addressing any inquiries and ensuring a high level of customer satisfaction.
6. Prepare and deliver presentations and reports on mutual fund performance and market trends.
7. Meet or exceed sales targets and contribute to the overall growth of the company's mutual fund offerings.
8. Stay informed about industry regulations, market conditions, and competitors to provide clients with the most relevant advice.
9. Participate in networking events and industry conferences to enhance professional relationships and promote company services.

Preferred Candidate

1. Strong background in financial services, particularly in mutual funds or investment products.
2. Proven track record of successful sales experience in the financial sector.
3. Excellent communication and interpersonal skills, with the ability to build rapport with clients.
4. Analytical mindset with a keen eye for market trends and investment opportunities.
5. Self-motivated and goal-oriented, with a strong desire to achieve and exceed targets.
6. Ability to work independently as well as part of a collaborative team.
7. Proficient in using financial analysis tools and CRM software.
8. Strong ethical standards and a commitment to client confidentiality.
9. Relevant certifications in finance or investments will be considered an advantage.

Skills

• Sales Expertise: A deep understanding of sales techniques and strategies specific to financial products, particularly mutual funds, is essential for driving revenue and achieving targets.
• Financial Acumen: Knowledge of financial markets, investment vehicles, and economic trends is crucial for providing clients with informed recommendations and insights.
• Communication Skills: Strong verbal and written communication skills are necessary for effectively conveying complex financial concepts to clients and stakeholders.
• Client Relationship Management: The ability to build and maintain strong relationships with clients is vital for long-term success in sales and fostering customer loyalty.
• Analytical Skills: Proficiency in analyzing financial data and market trends helps in making informed decisions and advising clients accurately.