Mutual Fund Sales & Support Executive

House Of Edtech; Kolkata District; On-site; INR 300,000 - 540,000; Full time

Job summary

Goenka Kachave LLP is seeking a Mutual Fund Sales & Support Executive in Salt Lake, Kolkata. The role emphasizes customer-focused service, product knowledge, and platform onboarding to drive investments. Fresh graduates with strong communication are encouraged to apply.

The position requires handling inquiries, conducting demonstrations, and achieving monthly targets while maintaining high standards of client interactions and data accuracy.

Qualifications

• Fluent communication in English, Hindi and Bengali.
• Strong sales and negotiation skills with customer focus.
• Ability to explain financial concepts clearly and confidently.
• Experience with lead follow-up and conversions is a plus.

Responsibilities

• Interact with clients via phone, email, and virtual meetings to address mutual fund queries.
• Explain mutual fund categories, risk profiles and investment suitability.
• Conduct product demonstrations and provide one-on-one platform guidance.
• Assist clients with platform registration, onboarding, and transactions.
• Follow up with prospects, nurture leads and drive conversions.
• Coordinate with internal teams to ensure smooth service delivery.
• Maintain accurate client records and logs of communications.
• Recommend relevant financial products based on client needs and guidelines.

Skills

Trilingual communication (English, HIN

Sales, persuasion & negotiation

Customer service & query resolution

Lead follow-up & conversion

Tools

MS Office

CRM tools

Job description

Job Description: Mutual Fund Sales & Support Executive

Location: Salt Lake, Sector V, Kolkata
Job Type: Full-Time, Work from Office
Experience: 0–3 Years
Joining: Immediate Joiners Preferred
Industry: Mutual Funds / Financial Services

Job Overview

We are looking for a customer-focused and target-oriented Mutual Fund Sales & Support Executive to assist investors, explain mutual fund products, support platform onboarding, resolve queries, and drive investment conversions. The ideal candidate should have strong communication skills, sales aptitude, and an interest in financial services.

Fresh graduates with strong communication and customer-handling skills are encouraged to apply.

Key Responsibilities

• Interact with clients via phone, email, and virtual meetings to address mutual fund-related queries.

• Explain mutual fund categories, risk profiles, and investment suitability in simple terms.

• Conduct product demonstrations and provide one-on-one guidance on the investment platform.

• Assist clients with platform registration, onboarding, and transaction-related processes.

• Follow up with prospective investors, nurture leads, and drive conversions.

• Resolve customer queries and coordinate with internal teams to ensure smooth service delivery.

• Maintain accurate client records, communication logs, and follow-up details.

• Recommend relevant financial products based on client needs and suitability, in accordance with applicable guidelines.

• Work toward monthly targets for investments, conversions, and client retention.

Required Skills and Qualifications

• Strong spoken and written communication skills in English, Hindi, and Bengali.

• Ability to explain financial concepts clearly and confidently.

• Strong sales, persuasion, negotiation, and relationship-building skills.

• Good listening skills and the ability to handle customer queries professionally.

• Ability to manage lead follow-ups and conduct one-on-one client interactions.

• Basic knowledge of mutual funds, KYC processes, and financial services operations.

• Basic proficiency in MS Office and CRM tools.

• Strong organizational skills and attention to detail.

• Target-oriented, proactive, and willing to learn.

Preferred Qualifications

• NISM Series V-A certification.

• Prior experience in mutual fund sales, financial services, customer support, or investment distribution.

• Familiarity with online investment platforms and CRM systems.

What We Offer

• Performance-based incentives and bonuses.

• Training and mentorship in mutual fund products and sales processes.

• Opportunities for career growth in sales, client servicing, and relationship management.

• A collaborative and performance-oriented work environment.