Job Description

Job Title: Sales Executive - Mutual Fund Distribution

Location: Patna

Department: Sales

Reporting To: Sales Manager

Job Summary:

We are seeking a dynamic and results-driven

Sales Executive

to join our team at R Patel Wealth. The will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing product description & ensuring client satisfaction & risk profiling.

Key Responsibilities:

Client Acquisition:

Identify and approach potential clients to promote mutual fund investment opportunities. Generate leads through referrals, and networking.

Sales & Business Development:

Pitch appropriate mutual fund schemes based on client needs and risk appetite. Achieve monthly and quarterly sales targets.

Client Relationship Management:

Provide after-sales service and maintain regular contact with clients. Address client queries regarding fund performance, market trends, and investment strategies.

Product Knowledge &

Engagement:

Stay updated on mutual fund products, NAVs, and market developments. Educate clients on financial planning, SIPs, SWPs, and other investment options.

Compliance & Documentation:

Ensure KYC compliance and accurate documentation of all transactions. Maintain detailed records of client interactions and sales activities. Code of conduct As prescribed by AMFI.

Required Skills:

Strong sales and negotiation skills. Excellent communication and interpersonal abilities. Ability to understand and explain financial products. Self-motivated with a target-driven mindset.

Qualifications:

Bachelor's degree in Business, Finance, or a related field. NISM Series V-A certification . 1-3 years of experience in mutual fund sales or financial services
*

Benefits:

Attractive incentives on achieving sales targets. Opportunity for career growth in . On-the-job training and skill development.
Job Type: Full-time

Pay: ₹9,616.39 - ₹27,240.21 per month

Benefits:

Paid time off Provident Fund
Schedule:

Day shift
Supplemental Pay:

Performance bonus
Work Location: In person

Expected Start Date: 01/07/2025