Mutual Fund Distributor

Neova Global Fintech Pvt. Ltd.; New Delhi; On-site; INR 250,000 - 400,000; Full time

Job summary

Neova Global Fintech Pvt. Ltd. is seeking a driven sales professional to generate new customers and nurture long-term relationships. You will explain mutual fund products, SIPs and investment options, and guide clients through account opening and KYC processes.

The role includes following up on leads, achieving sales targets, and providing accurate information about financial products. Strong communication and interpersonal skills are essential for success.

Qualifications

• Strong communication and interpersonal skills required.
• Knowledge of mutual funds, SIPs and financial products desirable.
• NISM VA certification preferred or required where applicable.

Responsibilities

• Generate new customers and business opportunities.
• Explain mutual fund products, SIPs and investment options to customers.
• Build and maintain long-term customer relationships.
• Follow up with leads and existing customers.
• Assist customers with account opening, KYC and documentation.
• Achieve assigned sales and business targets.
• Provide proper and ethical information about mutual fund products.

Skills

Communication skills

Interpersonal skills

Financial product knowledge

Education

NISM Series VA certification

Bachelor's degree

Job description

Role & responsibilities

• Generate new customers and business opportunities.


• Explain mutual fund products, SIPs and investment options to customers.


• Build and maintain long-term customer relationships.


• Follow up with leads and existing customers.


• Assist customers with account opening, KYC and documentation.


• Achieve assigned sales and business targets.


• Provide proper and ethical information about mutual fund products.

Preferred candidate profile

• NISM Series V-A certification preferred/required as applicable.


• Graduate preferred.


• Freshers can also apply.


• Basic knowledge of mutual funds, SIP and financial products.


• Good communication and interpersonal skills.