Mutual Fund Sales Executive

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 350,000 - 550,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka seeks a motivated Mutual Fund Sales Executive to promote and sell mutual fund products to clients.

You will use telecalling to generate leads, build strong client relationships, stay updated on market trends, and coordinate with the sales team to onboard clients and meet targets.

Qualifications

• Experience in mutual fund sales and wealth management.
• Proven telecalling and client-facing communication skills.
• Ability to assess client needs and offer suitable solutions.

Responsibilities

• Conduct telecalling to promote mutual fund products and services.
• Develop and maintain strong client relationships to understand financial needs.
• Stay updated on market trends and fund offerings to communicate benefits.
• Coordinate with the sales team for onboarding and smooth processes.
• Achieve sales targets and contribute to company growth.

Skills

Mutual fund sales

Wealth management

Telecalling

Client relationships

NISM certification

Job description

We are seeking a motivated and dynamic Mutual Fund Sales Executive to join our team in Karnataka. The ideal candidate will be responsible for promoting and selling mutual fund products to clients, utilizing telecalling techniques to generate leads and build strong client relationships. This role requires a proactive approach to sales and a deep understanding of wealth management principles.

Key Responsibilities

• Conduct telecalling to prospective clients to promote mutual fund products and services.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Stay updated on market trends and mutual fund offerings to effectively communicate benefits to clients.
• Coordinate with the sales team to ensure smooth execution of sales processes and client onboarding.
• Achieve sales targets and contribute to the overall growth of the company.

Required Skills

• Strong knowledge of mutual fund sales and wealth management.
• Excellent telecalling and communication skills.
• Ability to build and maintain client relationships.
• Familiarity with NISM certification is a plus.
• Strong organizational and coordination skills.

If you are a self-starter with a passion for sales and finance, we encourage you to apply for this exciting opportunity to grow your career in the financial services industry.