MUtual Fund Sales

Ratni Distributors Pvt. Ltd.; Delhi; On-site; INR 446,000 - 781,000; Full time

Benefits offered by this job

Fixed salary

Performance incentive linked to AUM

Job summary

Ratni Distributors Pvt. Ltd. is seeking a Sales Executive/Relationship Manager on a full-time basis in Delhi. The candidate will lead conversion of warm CRM leads, drive AUM growth through SIPs and lump-sum investments, and coordinate regular portfolio reviews with clients.

Strong English and Hindi communication is essential. NISM VA is mandatory on joining, with XA/XB/XVII certifications to be completed within 6 months. A fixed salary plus performance-based incentives align with AUM acquired.

Qualifications

• NISM VA certification mandatory on joining.
• NISM XA, XB, and XVII (Retirement Planning) within 6 months.
• Knowledge of mutual funds (equity/debt/hybrid), financial planning, personal income tax rules, retirement planning, SIP mechanics.
• Languages: Fluent English and Hindi; communication quality affects conversions.

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; target quarterly.
• Client management: Coordinate portfolio reviews with advisory team; seek referrals and Google reviews.
• CRM & compliance: Log every interaction in Zoho CRM with rationale; adhere to SEBI/AMFI/KYC norms.
• Events: Represent the firm at Investor Awareness Programmes; identify and capture leads.

Skills

Sales mindset

Communication

Lead qualification

Target-driven

Education

Any graduate

Finance/Commerce/Economics background preferred

Tools

Zoho CRM

Investwell

MS Office

AI drafting tools

Job description

Ratni Distributors Pvt. Ltd. | Full time

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, andtop-ups. Target is AUM acquired each quarter.
• Client management: Coordinate portfolio reviews with the advisoryteam; seek referrals and Google reviews from clients.
• CRM & compliance: Log every interaction in Zoho CRM withrationale. 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, andXVII (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.
• 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 yourbook grows.
• Exposure to HNI/UHNI government officer clients and nationalindustry events.