Mutual Fund Specialist

Brivan Consultants; New Delhi; On-site; INR 609,000 - 730,000; Full time

Job summary

Brivan Consultants in New Delhi is seeking a Mutual Fund Specialist to independently manage a 30-35 Cr book, build enduring client relationships, and drive mutual fund sales. The role requires 4-5 years of experience including至少2 years in mutual funds, with graduation as the minimum qualification.

The candidate should excel in client engagement and advisory services. The position focuses on growing the client base, promoting investment products, and achieving monthly targets in a fast-paced,

Qualifications

• Minimum 3-7 years of experience in core mutual fund sales.
• Good knowledge of mutual fund products and investment concepts.
• Strong communication and negotiation skills.

Responsibilities

• Manage the existing business of 30-35 Cr independently.
• Build and maintain strong client relationships.
• Promote and sell mutual fund products to potential clients.
• Generate leads through references and networking.
• Understand client financial needs and suggest suitable investment options.
• Achieve monthly and quarterly sales targets.
• Keep track of market trends and mutual fund performance.
• Ensure proper documentation and compliance with regulations.

Skills

Client relationships

Mutual fund products

Communication

Negotiation

Wealth management

Networking

Sales orientation

Education

Graduation

Job description

Position : Mutual Fund Specialist

Salary: Up-to 60K

Location: New Delhi (Panchsheel Enclave)

Experience: 4-5 years (At least 2 years in Mutual Funds)

Qualification: Graduation (Any Stream)

Gender: Male

Role & responsibilities

• Manage the existing business of 30 - 35 Cr independently.
• Build and maintain strong client relationships
• Promote and sell mutual fund products to potential clients.
• Generate leads through references and networking.
• Understand client financial needs and suggest suitable investment options
• Achieve monthly and quarterly sales targets
• Keep track of market trends and mutual fund performance
• Ensure proper documentation and compliance with regulations

Preferred candidate profile

• Minimum 3-7 years of experience in core mutual fund sales
• Good knowledge of mutual fund products and investment concepts
• Strong communication and negotiation skills
• Ability to work in a target-driven environment
• Basic understanding of financial markets
• Experience in wealth management / financial advisory
• Client handling and relationship management
• Sales and convincing ability