Investment Advisor

Job description

Job Summary:
The Mutual Sales Executive is responsible for promoting and selling mutual fund products to clients, understanding their financial goals, and providing suitable investment solutions. The role involves client acquisition, relationship management, and achieving sales targets while ensuring compliance with company and regulatory guidelines.

Key Responsibilities:
• Promote and sell mutual fund products to new and existing clients
• Understand client financial needs, risk appetite, and investment goals
• Provide accurate information about mutual fund schemes and market trends
• Build and maintain long-term relationships with clients
• Assist clients with documentation, KYC, and onboarding processes
• Ensure compliance with company policies and regulatory requirements
• Follow up regularly with clients for renewals and additional investments

Required Skills & Qualifications:
• Bachelor’s degree in Finance, Business, or a related field (preferred)
• Experience in mutual fund sales, banking, or financial services
• Strong communication and interpersonal skills
• Sales-oriented mindset with good negotiation skills
• Basic knowledge of mutual funds and investment products

Job Types: Full-time, Permanent

Pay: ₹12,000.00 – ₹20,000.00 per month

Work Location: In person