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 ourMutual Funds Sales teamin 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

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