Sales Specialist

Job Title : Mutual Funds Sales Executive

Location : Dombivli (Thane-Mumbai) & Pune

Position : 2 requirements

Employment Type : Full-Time

About Role :

We’re seeking a dynamic and driven individual to join our Mutual Funds Sales team in Mumbai and also Pune. This entry-level role is ideal for recent graduates or early-career professionals who are passionate about finance, customer engagement and helping clients grow their wealth through mutual fund investments.

Key Responsibilities :

Promote and sell mutual fund products to retail clients

Build and maintain strong relationships with clients to understand their investment needs

Educate clients on mutual fund options, risk profiles, and expected returns

Assist clients with account opening, KYC compliance, and transaction processing

Achieve monthly sales targets and contribute to overall business growth

Stay updated on market trends, fund performance, and regulatory guidelines

Participate in marketing campaigns, investor awareness programs, and client events

Qualifications & Skills :

Bachelor’s degree in Finance, Commerce, Business Administration, or related field with an experience of upto 3 years.

Strong communication and interpersonal skills

Basic understanding of mutual funds and financial markets. Insurance knowledge will be added advantage

Proficiency in MS Office

AMFI certification (or willingness to obtain within 3 months of joining)

What We Offer

Competitive salary with performance-based incentives (Fixed Annual CTC) + Travel Allowances + PF & Health Insurance

Career growth opportunities within the financial services sector

Supportive work environment with a focus on learning and development