Qureos Mentor

CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT

We are seeking a dynamic and client-focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients&rsquo; financial goals. The ideal candidate should have excellent communication skills, a passion for client engagement, and the ability to deliver measurable sales growth.Key Responsibilities:Client Relationship &amp; Advisory:<ul><li>Develop and maintain strong relationships with new and existing clients investing in mutual funds.</li><li>Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.</li><li>Provide personalized financial advice based on clients&rsquo; goals, risk appetite, and investment horizon.</li></ul>Portfolio Management &amp; Analysis:<ul><li>Conduct periodic reviews of clients&rsquo; investment portfolios.</li><li>Analyze mutual fund performance and market trends to recommend adjustments.</li><li>Share regular performance reports and discuss portfolio strategies with clients.</li></ul>Sales &amp; Business Development:<ul><li>Drive sales of mutual fund products by identifying upselling and cross-selling opportunities.</li><li>Collaborate with the sales team to expand the client base and achieve sales targets.</li><li>Assist in client acquisition through referrals, networking, and direct engagement.</li></ul>Market Awareness &amp; Client Education:<ul><li>Stay updated on mutual fund schemes, market conditions, and regulatory guidelines.</li><li>Educate clients through presentations, workshops, and one-on-one sessions about investment strategies and product benefits.</li></ul>Compliance &amp; Documentation:<ul><li>Ensure all sales activities and client interactions comply with SEBI/AMFI guidelines.</li><li>Manage and verify client documentation for account opening, transactions, and compliance.</li></ul>Key Skills &amp; Competencies:<ul><li>Strong knowledge of mutual funds and financial markets.</li><li>Excellent communication and presentation skills.</li><li>Ability to understand client needs and provide personalized financial solutions.</li><li>Goal-oriented with proven sales and relationship management skills.</li><li>Strong analytical ability to interpret financial data and market trends.</li><li>Proficiency in MS Office and CRM tools.</li></ul>Preferred Qualifications:<ul><li>AMFI/NISM certification (mandatory or to be obtained within 3 months of joining).</li><li>Previous experience in financial advisory, mutual funds, or wealth management.</li></ul>Job Type: Full-timePay: &#8377;25,000.00 - &#8377;35,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Health insurance</li><li>Leave encashment</li><li>Life insurance</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>total work: 1 year (Preferred)</li></ul>Location:<ul><li>Vesu, Surat, Gujarat (Preferred)</li></ul>Work Location: In person

Mutual fund Sales Manager (Female)

Join CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT

ABOUT_COMPANY

Mutual fund Sales Manager (Female)