Sales Executive - Mutual Funds

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Karnataka is seeking a motivated Sales Executive specializing in mutual funds and investment sales to join our team. The role focuses on promoting mutual fund products and helping clients make informed investment decisions.

You will conduct outbound calls, build solid client relationships, and tailor investment solutions to meet financial goals while aiming to meet sales targets.

Qualifications

• Proven experience in mutual funds sales or investment sales.
• Excellent telesales and telecalling skills with persuasive communication.
• Ability to build rapport with clients and understand their investment needs.
• Self-motivated with a results-oriented approach.
• Excellent organizational and time management skills.

Responsibilities

• Conduct outbound calls to promote mutual fund products and services.
• Build and maintain strong relationships with clients through effective communication and follow-up.
• Understand client needs and provide tailored investment solutions to meet their financial goals.
• Achieve sales targets and contribute to the overall growth of the company.
• Stay updated on market trends and product knowledge to effectively address client inquiries.
• Collaborate with the sales team to develop strategies for increasing market penetration.

Skills

Mutual funds sales

Telesales

Client rapport

Self-motivated

Time management

Job description

We are seeking a motivated and results-driven Sales Executive specializing in mutual funds and investment sales to join our dynamic team in Karnataka. The ideal candidate will have a passion for finance and a strong ability to connect with clients over the phone. As a Sales Executive, you will play a crucial role in promoting our mutual fund products and services, helping clients make informed investment decisions.

Key Responsibilities

• Conduct outbound calls to potential clients to promote mutual fund products and services.
• Build and maintain strong relationships with clients through effective communication and follow-up.
• Understand client needs and provide tailored investment solutions to meet their financial goals.
• Achieve sales targets and contribute to the overall growth of the company.
• Stay updated on market trends and product knowledge to effectively address client inquiries.
• Collaborate with the sales team to develop strategies for increasing market penetration.

Required Skills

• Proven experience in mutual funds sales or investment sales.
• Strong telesales and telecalling skills with a persuasive communication style.
• Ability to build rapport with clients and understand their investment needs.
• Self-motivated with a results-oriented approach.
• Excellent organizational and time management skills.

If you are a driven individual with a passion for sales and finance, we encourage you to apply for this exciting opportunity to grow your career in the investment sector.