Sales Advisor (mutual Funds)

Year    MH, IN, India

Job Description

Are you a motivated and customer-centric sales professional looking to build a rewarding career in financial services? We are hiring a

Sales & Business Development Associate

to join a growing advisory team focused on mutual fund distribution and investment solutions. This role offers excellent learning opportunities, performance-based incentives, and a chance to grow within a high-energy environment.

As a Sales & Business Development Associate, you will be responsible for generating new client leads, building strong relationships with prospects, and converting opportunities into successful advisory engagements. You'll play a key role in educating clients about investment opportunities and helping them achieve their financial goals.

What You'll Do



Identify and engage potential customers through calls, emails, referrals, and networking Promote investment products and mutual fund solutions to retail and HNI clients Understand client investment needs and recommend suitable solutions Achieve and exceed sales targets and revenue goals Maintain accurate records of client interactions and follow-ups Coordinate with internal teams to streamline onboarding and documentation Attend meetings, sales events, and client presentations

Who We're Looking For



1 to 4 years of experience in

sales, business development, or financial services

Passionate about sales, goal-oriented and a strong communicator Basic understanding of mutual funds, financial planning, or investment products (preferred) Comfortable working in a performance-driven environment Excellent interpersonal skills and ability to build rapport quickly Self-motivated, resilient, and eager to learn

What You'll Gain



Opportunity to work with an experienced advisory team On-the-job training and professional growth support Exposure to wealth management and investment product sales Performance-linked incentives and rewards A positive and collaborative work culture

Location



Based in

Andheri East, Mumbai

(On-site role) Easy accessibility via public transport
Job Type: Full-time

Pay: ₹350,000.00 - ₹600,000.00 per year

Benefits:

Health insurance Paid time off Provident Fund
Ability to commute/relocate:

Andheri East, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

What's your number of years experience in Sales or Business Development? What's your current annual CTC? What's your expected annual CTC? In how many days you can join upon offer?
Work Location: In person

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Job Detail

  • Job Id
    JD5094200
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year