Field Sales Executive - Mutual Funds

Dhariwal Securities Private Limited; Mumbai, Goregaon, Vasai-Virar; Sur place; INR 201 000 - 357 000; Plein temps

Avantages offerts par ce poste

Performance-based incentives

Résumé du poste

Dhariwal Securities Private Ltd. is seeking a Field Sales Executive for mutual funds in Mumbai to acquire clients, build relationships with individuals and families, and promote distribution services through field visits and client meetings.

You will generate leads, manage onboarding, KYC and documentation processes, and strive to meet monthly targets while coordinating with the sales and relationship management teams.

Qualifications

• Graduates preferred; 12th-pass candidates with sales experience may apply.
• Freshers with strong communication skills are welcome.
• Willingness to travel locally for client meetings.

Responsabilités

• Visit prospective clients at homes, offices and businesses to introduce the company's financial services.
• Generate leads through networking, referrals, corporate visits and local market research.
• Explain mutual funds, SIPs, lump-sum investments and different fund categories in simple language.
• Understand clients' financial goals, investment horizons, liquidity needs and risk tolerance, and collect information for the company's client-profiling process.
• Arrange client meetings, presentations and follow-up visits.
• Assist with client onboarding, KYC, documentation and transaction processes.
• Maintain relationships with existing clients and support continued investments, SIP continuity and referrals.
• Coordinate with the telecalling team and Relationship Managers to convert qualified leads.
• Maintain records of field visits, leads, follow-ups and sales conversions in the CRM system.
• Achieve assigned monthly targets for client acquisition, meetings and business generation.

Connaissances

Strong communication

Relationship-building

Face-to-face selling

Lead generation

Negotiation

Presentation

Follow-up

Time management

Local networking

Willingness to travel

Formation

Graduates preferred

12th-pass with sales exp may apply

Freshers with strong communication skills welcome

Outils

Excel

CRM systems

Email apps

Description du poste

Field Sales Executive Mutual Funds

Company: Dhariwal Securities Private Ltd.
Department: Sales & Business Development
Employment Type: Full-Time
Work Location: Field-based, Mumbai

Role Overview

We are looking for a Field Sales Executive to acquire new clients, build relationships with individuals and families, promote mutual fund distribution services, and generate investment business through field visits, client meetings, referrals and local market development.

Key Responsibilities

• Visit prospective clients at homes, offices and businesses to introduce the company's financial services.
• Generate leads through networking, referrals, corporate visits and local market research.
• Explain mutual funds, SIPs, lump-sum investments and different fund categories in simple language.
• Understand clients' financial goals, investment horizons, liquidity needs and risk tolerance, and collect information for the company's client-profiling process.
• Arrange client meetings, presentations and follow-up visits.
• Assist with client onboarding, KYC, documentation and transaction processes.
• Maintain relationships with existing clients and support continued investments, SIP continuity and referrals.
• Coordinate with the telecalling team and Relationship Managers to convert qualified leads.
• Maintain records of field visits, leads, follow-ups and sales conversions in the CRM system.
• Achieve assigned monthly targets for client acquisition, meetings and business generation.

Required Skills

• Strong communication and relationship-building skills.
• Confidence in face-to-face sales discussions.
• Interest in mutual funds, SIPs, financial markets and investment products.
• Ability to generate leads independently and develop a local network.
• Good negotiation, presentation, follow-up and time-management skills.
• Basic knowledge of Excel, email, mobile applications and CRM systems.
• Willingness to travel locally for client meetings.

Eligibility

• Graduates preferred; 12th-pass candidates with relevant sales experience may also apply.
• Freshers with strong communication skills are welcome.

Compensation

Performance-based incentives will be provided in addition to the fixed salary.