Job Description

Profile: Mutual Fund Executive-Surat
Experience: 2+ years in a similar role
Company Profile:
The Company is a trusted partner for comprehensive insurance and wealth management solutions. It has been helping clients achieve financial security through personalized investment strategies. The Company offers expert services in General Insurance, Life Insurance, Mutual Funds, Postal Schemes, Bonds, and Fixed Deposits.
Job Purpose:
We are looking for a motivated and client-focused Mutual Fund Executive to join our Mutual Fund division. The ideal candidate will assist clients in selecting suitable mutual fund products, promote investment offerings, and achieve business targets. This is an excellent opportunity for a professional with 2-3 years of experience in financial sales or investment advisory to advance their career.
Key Responsibilities:
Promote and sell mutual fund products to new and existing clients.
Assist clients in identifying suitable investment options based on their goals and risk tolerance.
Conduct market and fund performance analysis to support recommendations.
Maintain compliance with SEBI and internal regulatory standards.
Prepare and maintain accurate investment documentation and reports.
Participate in client meetings, explain product features, and handle queries effectively.
Identify new business opportunities through networking and client referrals.
Support senior managers in managing client portfolios and fund performance tracking.
Build and maintain strong relationships to ensure customer satisfaction and retention.
Achieve assigned monthly and quarterly sales targets.
Competencies:
Strong knowledge of mutual fund products and financial markets.
Good analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
High ethical standards and understanding of regulatory compliance.
Self-motivated and target-oriented with a customer-first mindset.
Educational Qualifications & Experience
Bachelor's degree in Finance, Economics, Commerce, or a related field (MBA preferred).
Certification in NISM Mutual Fund Distributor Module required; CFA/CFP desirable.
2-3 years of experience in mutual fund sales, distribution, or financial advisory

Skills Required