MUtual Fund Sales

Ratni Finserv Private Limited; Delhi; On-site; INR 350,000 - 900,000; Full time

Benefits offered by this job

Fixed salary + incentives

4,000+ warm CRM leads

Clear career path

Exposure to HNI/UHNI clients

Delhi location: Janakpuri

Job summary

Ratni Distributors is seeking a sales professional in Delhi to convert warm CRM leads into investments. You will own the end-to-end sales cycle, drive AUM growth through SIP registrations and lump-sum investments, and meet quarterly targets.

Log all interactions in Zoho CRM, stay compliant with SEBI/AMFI/KYC norms, and participate in Investor Awareness Programmes. Freshers welcome, 0–2 years, with a finance background; NISM VA required on joining and XA/XB/XVII within six months.

Qualifications

• Mutual funds knowledge and financial planning basics.
• NISM VA mandatory on joining; XA, XB and XVII within 6 months.

Responsibilities

• Lead conversion: Call and meet warm CRM leads daily; qualify, pitch, and close.
• AUM growth: Drive SIP registrations, lump-sum investments, and top-ups.
• Client management: Coordinate portfolio reviews with the advisory team; seek referrals and Google reviews from clients.
• CRM & compliance: Log every interaction in Zoho CRM with rationale. Adhere to SEBI/AMFI/KYC norms at all times.
• Events: Represent the firm at Investor Awareness Programmes; identify and capture leads.

Skills

Sales

Lead conversion

CRM tools

Communication

Education

Graduate

Tools

Zoho CRM

Investwell

MS Office

AI drafting tools

Job description

Ratni Distributors (ARN-292768) specialises in retirement planning for government officers and CPSE employees. We have 4,000+ warm CRM leads — pre-qualified contacts from our Investor Awareness Programmes and referrals. This is a pure sales role: call leads, meet prospects, convert to investing clients, grow AUM. No cold prospecting.

Key Responsibilities

• Lead conversion: Call and meet warm CRM leads daily; qualify, pitch, and close. Manage pipeline from first contact to first investment.
• AUM growth: Drive SIP registrations, lump-sum investments, and top-ups. Target is AUM acquired each quarter.
• Client management: Coordinate portfolio reviews with the advisory team; seek referrals and Google reviews from clients.
• CRM & compliance: Log every interaction in Zoho CRM with rationale. Adhere to SEBI/AMFI/KYC norms at all times.
• Events: Represent the firm at Investor Awareness Programmes; identify and capture leads.

Requirements

• Certifications: NISM VA mandatory on joining. NISM XA, XB, and XVII (Retirement Planning) within 6 months.
• Knowledge: Mutual funds (equity/debt/hybrid), financial planning, personal income tax rules, retirement planning, SIP mechanics.
• Languages: Fluent spoken and written English and Hindi. Communication quality directly affects conversion.
• Sales mindset: Comfortable with targets, persistent follow-up, objection handling, and closing. 0–2 years' experience preferred; strong freshers considered.
• Education: Any graduate. Finance/Commerce/Economics background preferred.
• Tools: Zoho CRM, Investwell, MS Office, AI drafting tools.

Benefits

• Fixed salary + performance incentive directly linked to AUM acquired.
• 4,000+ warm CRM leads from Day 1 — no cold prospecting.
• Clear career path: Sales Executive Relationship Manager as your book grows.
• Exposure to HNI/UHNI government officer clients and national industry events.
• Monday–Friday | 10:30 AM – 6:30 PM | Janakpuri, Delhi.