Sales Executive

HDFC Mutual Fund; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

HDFC Asset Management Company in Mumbai is seeking a Sales Executive to build relationships with HNI/UHNI clients and family offices. The role focuses on acquiring new prospects, expanding the client base, and enhancing overall client experience while promoting mutual funds and other investment solutions.

Candidates with an MBA in Finance or CA, plus CFA/CFP certifications, and 1.5–8 years BFSI experience, will be preferred. Strong networking and selling skills are essential for success.

Qualifications

• 1.5-8 years of experience in BFSI.
• Strong knowledge of financial markets and investment products.
• A go getter with exceptional networking and selling skills; prior client relationship experience preferred.

Responsibilities

• Connect with assigned HNI/UHNI clients and family offices to build financial relationships.
• Acquire new prospects through references to strengthen our client base.
• Elevate client experience and deepen relationships.
• Drive investment success by offering mutual fund and other investment solutions.

Skills

Networking & selling

Client relationship

Markets knowledge

Education

MBA in Finance

CA

CFA/CFP

Job description

HDFC Asset Management Company is among India's leading asset management companies. Over the years, we have built a sound foundation based on transparency, effective governance and stakeholder trust. With an extensive range of investment solutions, we are empowering people to advance their financial growth and embark on the journey of wealth creation through disciplined investments.

Role Description:

This is a full-time, on-site Sales Executive role based in Mumbai. The key areas of responsibilities are as follows:

1. 1. Connect with assigned High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI) clients and family offices to build meaningful financial relationships.
2. 2. Acquiring new prospects through references to strengthen our client base.
3. 3. Elevate client experience and deepen relationships.
4. 4. Drive investment success by offering mutual fund / other investment solutions and support in financial growth.

Qualifications:

MBA - Finance (Full Time) or CA. Preference will be given to candidates who have completed their CFA / CFP certifications.

1. 1.5-8 Years of experience is BFSI
2. 2.Strong knowledge of financial markets and investment products
3. 3.A go getter with exceptional networking and selling skills - Prior experience in handling client relationship will be preferred