Freshers & Experience || Full Time || Sales Executive

To acquire new clients and sell mutual fund products (SIP, lump sum, NFOs) while building long-term relationships and achieving monthly sales targets.

Responsibility

Generate leads through cold calling, references, and field visits

Sell SIP, lump sum, and other mutual fund schemes

Achieve monthly/quarterly sales targets

Conduct client meetings and portfolio reviews

Explain risk profile and suitable fund selection

Cross-sell insurance, bonds, PMS, etc.

Maintain client database and follow-ups

Assist in KYC, SIP registration, and transactions

Stay updated on market trends and fund performance

Skills Required

Sales & negotiation skills

Good communication (Hindi/English)

Basic knowledge of mutual funds

Relationship management

Target-oriented mindset

• Experience

  0 - 1 Years

• No. of Openings

  4

• Education

  Graduate (B.Com)

• Role

  Sales Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Plot No-9 Ground Floor Bhawani Kunj Behind D-2 Vasant Kunj Delhi-110070