Mutual Fund Sales and Marketing

Company Description

Saumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we are committed to being your long-term partners in protection.

Role Description

This is a full-time on-site role for a Mutual Fund Sales and Marketing professional located in Surat. The responsibilities include promoting and selling mutual funds, developing and implementing marketing strategies, building relationships with clients, analyzing market trends, providing investment advice, and communicating effectively with clients and grab the mutual fund sales market.

Qualifications

Min. 4 Years

• Experience with Mutual Funds and Investments
• Strong Analytical Skills and Finance knowledge
• Excellent Communication abilities
• Relevant industry certifications or licenses are a plus
• Ability to work effectively in an on-site team environment
• Bachelor's degree in Finance, Business, or a related field

Skills Required

Mutual Funds