Mutual Fund Specialist

Position : Mutual Fund Specialist

Salary: Up-to 60K
Location: New Delhi (Panchsheel Enclave)
Experience: 4-5 years (At least 2 years in Mutual Funds)
Qualification: Graduation (Any Stream)
Gender: Male

Role & responsibilities

• Manage the existing business of 30 - 35 Cr independently.
• Build and maintain strong client relationships
• Promote and sell mutual fund products to potential clients.
• Generate leads through references and networking.
• Understand client financial needs and suggest suitable investment options
• Achieve monthly and quarterly sales targets
• Keep track of market trends and mutual fund performance
• Ensure proper documentation and compliance with regulations

Preferred candidate profile

• Minimum 3-7 years of experience in core mutual fund sales
• Good knowledge of mutual fund products and investment concepts
• Strong communication and negotiation skills
• Ability to work in a target-driven environment
• Basic understanding of financial markets
• Experience in wealth management / financial advisory
• Client handling and relationship management
• Sales and convincing ability

Interested candidates can apply or send resume or call on [phone removed]/ [phone removed]