Sr. Sales Executive- Mutual Fund
Job Description:
We have opening for the post of Sr. Sales Executive-Mutual Fund for a reputed Company (Mutual Funds services) at Pune (Viman Nagar).
Please find the details for the same:
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, Hybrid, Debt as well as SIP Investments, Currently they are managing total 200 client portfolio and they are into this field for more than 10 years.
Designation: Sr. Sales Executive- Mutual Fund
Experience: 0 to 5 year
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Pune (Viman Nagar)
Qualification: MBA Marketing/Finance
Gender: Male/Female
No. Of Vacancies: 2
Candidate’s Profile:
- Hardworking & Confident.
- Smart Presentable.
- Go getting attitude.
- Should be interested in finance and mutual fund.
Job Profile:
- Lead will be provided by the company.
- Doing Client Meeting.
- Client co-ordination.
- Client portfolio management and HNI client handling.
- Relationship Management.
If you are interested for the same profile kindly Reply this mail with your latest cv, your CTC and the joining period for the same at the earliest
Regards,
DC Consultants.
Key Skills :
Company Profile
A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.