We are looking for an experienced Sr. Executive / Assistant Manager – Mutual Fund Inside Sales who has strong knowledge of mutual fund products and can effectively communicate with clients, generate leads, and drive sales. The ideal candidate should have prior experience in financial services and a deep understanding of investment products.
Key Responsibilities
- Handle inbound and outbound sales calls for Mutual Fund products
- Provide investment guidance to clients based on financial goals and risk appetite
- Promote SIP, Lumpsum, STP, SWP, and Portfolio Allocation strategies
- Generate new business opportunities and convert leads into clients
- Maintain and develop relationships with existing clients
- Assist junior team members in product knowledge and sales strategy
- Coordinate with operations team for smooth execution of transactions
- Stay updated with market trends and mutual fund performance
- Handle HNI / Retail clients and provide investment solutions
Required Skills
- Strong knowledge of Mutual Funds and financial markets
- Excellent communication and convincing skills
- Understanding of SIP, STP, SWP, and portfolio allocation
- Excellent client handling and relationship management skills
- Good knowledge of Excel and CRM tools
Preferred Qualifications
- Graduate / Post Graduate in Commerce / Finance / Business Administration
- NISM Certification (NISM V-A preferred)
- 3–6 years of experience in Mutual Fund / Financial Services / Wealth Management
Location - Ashram Road, Ahmedabad
Application Process
- Interested candidate are invited to submit a resume to [Confidential Information] or contact us on 07926553774.
