Sales Executive

HDFC Mutual Fund; Vadodara; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Asset Management Company is looking for a Sales Executive to be based in Mumbai. The role focuses on connecting with HNI/UHNI clients and family offices, acquiring new prospects through references, and elevating client experience while driving mutual fund investments.

The ideal candidate has an MBA in Finance or CA, with CFA/CFP certifications preferred, and 1.5–8 years of BFSI experience, strong market knowledge, and proven networking and sales abilities.

Qualifications

• MBA - Finance or CA is required.
• CFA/CFP certifications preferred.
• 1.5–8 years of BFSI experience.
• Strong knowledge of financial markets and investment products.
• Go-getter with exceptional networking and selling skills; prior client relationship experience preferred.

Responsibilities

• Connect with HNI/UHNI clients and family offices to build meaningful financial relationships.
• Acquire new prospects through references to strengthen the client base.
• Elevate client experience and deepen relationships.
• Drive investment solutions by offering mutual funds and other investment products to support financial growth.

Skills

Networking

Sales skills

Client relations

Financial markets

Education

MBA - Finance

CA

CFA / CFP preferred

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