Mutual Fund sales manager

Roles and Responsibilities

• Identify potential clients for business acquisition through networking, referrals, and market research.
  
• Develop relationships with existing clients to increase sales volume and cross-sell financial products.
  
• Conduct cold calls to potential customers to generate leads and schedule meetings.
  
• Provide expert advice on mutual funds, demat services, insurance policies, brokerage services, securities trading platforms (NISM certified), and other relevant financial products.
  
• Meet monthly targets set by the organization while maintaining high levels of customer satisfaction.
  

Desired Candidate Profile

• 2-7 years of experience in BFSI industry with a focus on sales or relationship management.
  
• Strong understanding of financial markets, instruments, and regulations (NISM certification preferred).
  
• Excellent communication skills with ability to build strong relationships with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.