Mutual Fund & Investment Sales Executive

Mutual Fund & Investment Sales Executive

📍 Location : Rajkot (Onsite, Full-Time)

💰 Salary : ₹20–25K fixed + attractive performance-based incentives

Company Description

At Omoney Capital , we help individuals and families build wealth through goal-based financial planning .

We are a boutique investment firm with a strong digital presence and inbound leads generated through social media.

Our mission is simple : to shift client focus from “short-term returns” to long-term financial goals over 5, 10, or 20 years. We believe investments should create clarity and confidence, not confusion.

Role Description

We are hiring a Mutual Fund & Investment Sales Executive as our first core team member . This is a full-time onsite role in Rajkot.

You will be responsible for :

• Engaging with inbound enquiries from social media and converting them into clients.
• Opening client demat / MF accounts and onboarding them smoothly.
• Understanding client goals (not just % returns) and recommending suitable products like Mutual Funds, SIPs, PMS, or Algo-based solutions .
• Educating clients on long-term financial planning frameworks and building strong, lasting relationships.
• Tracking client needs and ensuring consistent conversions and satisfaction.

Qualifications & Skills

1–3 years of experience in Mutual Fund Sales, Broking (PMS / Wealth), or Stock Market-related sales

Career Growth Op portunity

This is not just another sales role.

Since we are h iring our first key executive, you will have the priority to grow into a Team Leader / Ma nager role as the company expands. This is a unique opportunity to shape your career while helping clients shape their financi al future.

What We Offer

₹20–25K fixed monthly Salary +

Attractive incentives linked to targets & AUM m

bilized.Ready qualified inbound leads (no cold

u.