Mutual Fund Sales

Growmore Financial Services; Mumbai Suburban; On-site; INR 300,000 - 600,000; Full time

Job summary

Growmore Financial Services is hiring for a mutual funds sales role in Mumbai. You will understand client needs, suggest suitable investment solutions, and build long-term relationships while driving AUM growth.

The role emphasizes client-centric service, compliance, and collaboration with internal teams to ensure a seamless onboarding and transaction flow.

Qualifications

• Understanding client financial needs and risk appetite.
• Experience with mutual fund products like SIPs, STPs, SWPs.
• Strong communication and relationship-building skills.
• Ability to achieve monthly sales targets.
• Proficiency with MS Office and CRM tools.

Responsibilities

• Understand client financial needs, risk appetite, and investment objectives.
• Suggest mutual fund schemes and investment solutions based on goals and risk profile.
• Acquire new clients through referrals, networking, and lead generation.
• Maintain strong relationships with existing clients and provide regular portfolio reviews.
• Assist clients with account opening, KYC, SIP registration, purchases, redemptions, switches, and other mutual fund transactions.
• Monitor market trends and update clients on relevant investment opportunities.
• Follow up with prospective and existing clients to identify new investment opportunities and increase AUM.
• Ensure compliance with regulatory guidelines and company policies.
• Achieve monthly sales targets and business growth objectives.
• Coordinate with internal teams for smooth client onboarding and service support.
• Maintain accurate records of client interactions and transactions.

Skills

Communication skills

Negotiation

Interpersonal skills

Sales orientation

Client relationship

Self-motivation

Teamwork

Regulatory knowledge

Education

Certified Financial Planner

NISM V-A Certification

Tools

MS Office

CRM systems

Email communication

Job description

Role & responsibilities

Understand client financial needs, risk appetite, and investment objectives.

Suggest suitable mutual fund schemes and investment solutions based on each client's financial goals and risk profile.

Acquire new clients through references, networking, and lead generation.

Maintain strong relationships with existing clients and provide regular portfolio reviews.

Assist clients with account opening, KYC, SIP registration, purchases, redemptions, switches, and other mutual fund transactions.

Monitor market trends and update clients on relevant investment opportunities.

Follow up with prospective and existing clients to identify new investment opportunities and increase Assets Under Management (AUM).

Ensure compliance with regulatory guidelines and company policies.

Achieve monthly sales targets and business growth objectives.

Coordinate with internal teams for smooth client onboarding and service support.

Maintain accurate records of client interactions and transactions.

Preferred candidate profile

• Certified Financial Planner & NISM V-A certification preferred.
• 1-3 years of experience in mutual funds, wealth management, or financial sales.
• Strong understanding of mutual fund products, SIPs, STPs, SWPs, and investment concepts.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales aptitude with a client-focused approach.
• Ability to build and maintain long-term client relationships.
• Self-motivated, target-driven, and result-oriented.
• Basic knowledge of financial markets and regulatory compliance.
• Proficiency in MS Office, email communication, and CRM systems.
• Ability to work independently as well as in a team environment.