Mutual Fund Executive

Muthoot Finance; Lucknow; On-site; INR 201,000 - 268,000; Full time

Job summary

Muthoot Finance is seeking a Mutual Fund Executive in Lucknow to promote mutual funds, acquire investors, and manage client relationships. The role focuses on achieving monthly SIP, AUM, and revenue targets while ensuring compliance with regulatory guidelines.

The candidate should have 1–3 years in mutual funds or financial services sales, with an NISM V-A certification and a graduation in any discipline. This is a field-based sales role with branch coordination.

Qualifications

• Graduate in any discipline (MBA/Finance preferred).
• NISM Series V-A Mutual Fund Distributors Certification required.
• 1-3 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or any sales role.

Responsibilities

• Promote and sell mutual fund products to new and existing clients.
• Generate leads through referrals, campaigns, and customer interactions.
• Explain investment options, SIPs, lump-sum investments, and portfolio diversification.
• Conduct investor awareness programs and promotional activities.
• Maintain regular follow-up with clients for additional investments and renewals.
• Achieve monthly SIP, AUM, and revenue targets.
• Coordinate with branch staff and partners to expand mutual fund business.
• Ensure compliance with regulatory and company policies.

Skills

Sales experience

Client relationship mgmt

Lead generation

Regulatory compliance

Education

Graduate in any discipline (MBA/Finance preferred)

NISM Series V-A Mutual Fund Distributors Certification

MBA/Finance preferred

Job description

Job Summary:

The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring new investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines.

Key Responsibilities

• Promote and sell mutual fund products to new and existing clients.


• Generate leads through referrals, campaigns, and customer interactions.


• Explain investment options, SIPs, lump-sum investments, and portfolio diversification.


• Conduct investor awareness programs and promotional activities.


• Maintain regular follow-up with clients for additional investments and renewals.


• Achieve monthly SIP, AUM, and revenue targets.


• Coordinate with branch staff and business partners to increase mutual fund business.


• Ensure compliance with all regulatory and company policies.

Required Qualifications

• Graduate in any discipline (MBA/Finance, Graduates or post graduates fianc preferred).


• NISM Series V-A Mutual Fund Distributors Certification required / without certification can also apply.


• 1-3 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or in any sales experience.