Semi-Sales Executive – Mutual Fund Investments

We are looking for a Semi-Sales Executive who will support client acquisition, relationship management, and sales operations. This role bridges sales and client servicing — ideal for someone who enjoys interacting with investors, explaining financial products, and ensuring smooth execution of investments.

Key Responsibilities

● Assist in onboarding new clients for mutual fund investments (both online & offline).

● Explain various investment products — SIPs, lump sum, ELSS, and hybrid funds — to prospective investors.

● Manage ongoing SIPs, renewal tracking, and investor follow-ups through CRM tools (like Investwell or RedVision).

● Coordinate with AMCs for application processing, nominee updates, and KYC issues.

● Work closely with the sales and operations team to ensure smooth execution of client transactions.

● Conduct basic portfolio reviews and communicate performance updates to clients.

● Generate new business through referrals, cold leads, and client servicing interactions.

● Maintain accurate client records and sales pipelines on CRM platforms.

● Support in investor awareness activities and digital marketing initiatives, when required.

Skills & Competencies Required

● Strong understanding of Mutual Funds, SIPs, and Financial Products.

● Excellent communication and presentation skills (Hindi & English).

● Relationship-oriented with a customer-first attitude.

● Proficient in MS Excel, Google Sheets, and CRM systems.

● Ability to meet monthly client acquisition and AUM growth targets.

● Organized, proactive, and capable of multitasking.

Qualifications

● Graduate in Commerce, Finance, Economics, or a related field.

● AMFI/NISM Mutual Fund Certification preferred (or willingness to obtain within 3 months).

● Prior experience in mutual fund distribution, wealth management, or BFSI sector will be an advantage