Mutual Fund Executive

Equentis Wealth Advisory; Mumbai; On-site; INR 335,000 - 670,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai seeks an energetic wealth advisor to manage client relationships through regular meetings, calls and emails. You will identify new business opportunities by cold calling potential clients and acquire new ones.

You will sell mutual funds and other financial products directly, while aiming to meet monthly targets and deliver excellent service. The role requires clear communication, a customer‑first mindset, and the ability to explain MF, PMS, and AIF options to

Qualifications

• Manage client relationships through regular meetings, calls and emails.
• Identify new business opportunities by cold calling potential clients.
• Sell mutual funds products through direct sales channels.
• Achieve monthly targets while maintaining customer service.

Responsibilities

• Manage client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction.
• Identify new business opportunities by cold calling potential clients and acquiring new ones.
• Sell mutual funds products to existing and new clients through direct sales channels.
• Achieve monthly targets set by the company while maintaining a strong focus on customer service.

Skills

Client relationship management

Cold calling

Direct sales

Financial product advisory

Job description

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction.
  
• Identify new business opportunities by cold calling potential clients and acquiring new ones.
  
• Sell mutual funds products to existing and new clients through direct sales channels.
  
• Achieve monthly targets set by the company while maintaining a strong focus on customer service.
  
• Provide expert advice on financial products such as MF, PMS, AIFs, etc. to clients.