Telesales

ग्रेजुएट आणि त्याहून अधिक

All genders

10:00 AM - 07:00 PM | 6 days working

Smartphone

A Mutual Fund Sales Executive is responsible for promoting and selling
mutual fund products to individual investors, financial advisors,
institutions, and other clients. Their role involves building strong
relationships, understanding clients’ financial needs, and providing
investment solutions that align with their goals.
Key Responsibilities:
1. Sales and Business Development:
• Identify and target potential clients (individuals, financial advisors,
institutions).
• Generate new business by promoting and selling mutual fund products.
• Meet sales targets and performance metrics set by the organization.
• Develop and execute sales strategies to increase market share.
• Client Relationship Management:
• Build and maintain strong relationships with clients and potential clients.
• Provide ongoing support to existing clients, ensuring satisfaction and
addressing any concerns.
• Educate clients about the features, benefits, and risks of mutual fund
investments.
2. Product Knowledge and Advice:
• Stay updated with the latest market trends, financial products, and
regulatory changes.
• Offer tailored investment solutions based on clients' risk profiles, financial
goals, and investment horizons.
• Provide presentations and educational materials to clients about mutual
fund options and their potential returns.
• Marketing and Promotion:
• Assist in organizing promotional events, seminars, and webinars to raise
awareness about mutual fund offerings.
• Collaborate with the marketing team to design promotional campaigns
targeting specific client segments.
3. Marketing and Promotion:
• Assist in organizing promotional events, seminars, and webinars to raise
awareness about mutual fund offerings.
• Collaborate with the marketing team to design promotional campaigns
targeting specific client segments.
Required Skills and Qualifications:
• Bachelor's degree in finance, business, or related field.
• Proven experience in financial sales or sales in investment products
(preferably mutual funds).
• Strong knowledge of mutual funds, financial markets, and investment
strategies.
• Excellent communication, interpersonal, and negotiation skills