Sales & Marketing Executive - Mutual Fund Sales

Overview

Jagdish Das Shanbhag HUF is seeking a proactive and achievement-focused Sales & Marketing Executive to join the team in Virar, Mumbai. The primary focus of this role is to promote mutual fund products and develop a substantial client base by generating leads and closing sales.

Key Responsibilities

• Identify and generate new business leads through field visits, networking, and client referrals.
• Engage with prospective clients to present and explain mutual fund investment options effectively.
• Develop and sustain robust relationships with clients to foster loyalty and repeat business.
• Meet established monthly and quarterly sales goals consistently.
• Perform diligent follow-up activities to ensure successful closure of sales.
• Liaise with internal departments to facilitate seamless client onboarding processes.
• Keep abreast of current market developments and trends in mutual fund products.

Candidate Profile and Requirements

• Minimum education level: Completion of 12th grade in any stream; preference for Finance or Marketing background.
• Previous experience in sales or marketing is desirable; however, fresh candidates with strong communication abilities are encouraged to apply.
• Basic understanding of mutual funds or financial products is an advantage.
• Excellent communication and persuasive skills essential.
• Readiness to engage actively in field sales activities.
• Self-driven with a target-oriented mindset.

Compensation and Benefits

• Competitive fixed salary complemented with attractive incentives.
• Opportunities for professional growth and career advancement.
• Comprehensive training and continuous support provided.