Mutual Fund Sales

Milestone Global Moneymart Pvt Ltd; Delhi; On-site; INR 279,000 - 335,000; Full time

Job summary

Milestone Global Moneymart Pvt Ltd in Delhi is seeking a full-time Mutual Fund Sales professional. The role focuses on identifying prospective clients, explaining fund products, and recommending suitable investment options aligned with client goals and risk profiles.

Daily activities include meeting clients, conducting portfolio reviews, following up on leads, and completing required documentation for investments.

Qualifications

• Bachelor's degree in Finance, Commerce, Business, Economics or related field.
• NISM Mutual Fund Distributor certification (advantage).
• 1–2 years of mutual fund sales or wealth management experience.
• Strong understanding of mutual funds, investments, and risk–return profiles.
• Excellent communication and client relationship skills.

Responsibilities

• Meet clients in person and conduct portfolio reviews.
• Explain mutual fund products and recommend suitable investment options.
• Maintain records of client interactions and sales activities.

Skills

Mutual funds knowledge

Investment products

Client communication

CRM tools

Education

Bachelor's degree in Finance/Commerce/Business/Economics

NISM Mutual Fund Distributor cert.

Tools

CRM tools

Job description

Milestone Global Moneymart Pvt Ltd is a financial services company focused on delivering investment solutions and advisory services to a diverse client base. The organization aims to help clients build and manage wealth through structured financial planning and access to a range of investment products. It emphasizes ethical practices, client-centric recommendations, and long-term relationship building. Team members work in a performance-driven environment with opportunities to grow their expertise in finance and investments.

Role Description

This is a full-time, on-site Mutual Fund Sales role based in Delhi, India. The role involves identifying prospective clients, explaining mutual fund products, and recommending suitable investment options aligned with client goals and risk profiles. Daily responsibilities include meeting clients in person, conducting portfolio reviews, following up on leads, and completing required documentation for investments. The mutual fund sales professional will collaborate with internal teams to stay updated on product changes, market trends, and compliance requirements, while maintaining accurate records of client interactions and sales activities.

• Experience - 1 to 2 years
• Salary upto -30K
• Qualifications
• Strong understanding of mutual funds and investments, including different fund categories and risk-return profiles.
• Solid finance and analytical skills to interpret market data, compare product performance, and support client recommendations.
• Effective communication skills to explain financial concepts clearly, build trust with clients, and handle queries professionally.
• Prior experience in mutual fund sales, wealth management, or financial advisory is preferred.
• Knowledge of regulatory guidelines and compliance practices related to investment products.
• A bachelor's degree in Finance, Commerce, business, economics, or a related field; relevant certifications (e.g., NISM Mutual Fund Distributor) are an advantage.
• Ability to work independently, meet sales targets, and manage multiple client relationships efficiently.
• Proficiency in basic computer applications and CRM or sales tracking tools.