Key Responsibilities
1. Sales & Business Development
- Acquire new clients for mutual fund investments through direct sales and referrals
- Promote mutual fund products across equity, debt, and hybrid schemes
- Achieve assigned monthly and quarterly sales targets
- Generate leads through networking, cold calling, and client meetings
- Cross-sell mutual funds to existing customers
- Reach out to potential clients over calls to introduce them to unlisted shares and mutual fund opportunities.
2. Client Relationship Management
- Understand client investment goals and risk profiles
- Recommend suitable mutual fund schemes based on client needs
- Maintain long-term relationships with clients
- Provide periodic portfolio updates and investment reviews
- Handle client queries and ensure high service standards
3. Market & Product Knowledge
- Stay updated on mutual fund schemes and market trends
- Track NAV movements and performance of schemes
- Educate clients on SIPs, lump-sum investments, and portfolio diversification
- Assist clients with SIP registrations and transactions
4. Compliance & Documentation
- Ensure completion of KYC and regulatory documentation
- Follow AMFI and SEBI compliance guidelines
- Maintain accurate client records and reporting
- Ensure proper documentation of transactions
Key Requirements
Educational Qualification
- Graduate in Commerce / Finance / Business Administration preferred
- MBA (Finance/Marketing) — Preferred but not mandatory
Preferable Certification
- AMFI/NISM Series V-A Certification Mutual Fund Distributor Certification
Experience
- 4–5 years experience in Mutual Fund Sales/ Wealth Management/Financial Product Distribution/Banking or NBFC Sales
- Preference for proficiency in mutual fund softwares
Skills Required
- Strong communication and negotiation skills
- Client relationship management ability
- Knowledge of mutual fund products
- Target-driven and result-oriented mindset
- Basic understanding of financial markets
- Proficiency in MS Excel and CRM tools
