About the role
We are looking for a dynamic and target-driven relationship. An executive to promote and sell mutual fund products in a field-based role. The candidate will be responsible for client acquisition, relationship management, and driving investment business.
Responsibilities:
- Acquire new clients through field visits, references, networking, and distributor channels.
- Promote and sell mutual fund investment products.
- Understand client needs and recommend suitable investment options.
- Build and maintain strong client relationships.
- Achieve sales targets through direct and distributor sales of mutual funds.
- Conduct meetings and follow-ups and ensure compliance with documentation.
- Provide after-sales service and portfolio updates to clients.
Requirements:
- Graduate in any discipline.
- 1.5 years of experience in mutual funds, insurance, or financial services.
- Good communication and interpersonal skills.
- Willingness to travel and work in a field-based role.
- Basic knowledge of financial products and markets.
- Skills: Sales and negotiation skills, relationship management, client handling, and goal-oriented mindset.