Mutual Fund Executive

Job description

Job Summary: The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring new investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines. Key Responsibilities • Promote and sell mutual fund products to new and existing clients. • Generate leads through referrals, campaigns, and customer interactions. • Explain investment options, SIPs, lump-sum investments, and portfolio diversification. • Conduct investor awareness programs and promotional activities. • Maintain regular follow-up with clients for additional investments and renewals. • Achieve monthly SIP, AUM, and revenue targets. • Coordinate with branch staff and business partners to increase mutual fund business. • Ensure compliance with all regulatory and company policies. Required Qualifications • Graduate in any discipline (MBA/Finance, Graduates or post graduates fianc preferred). • NISM Series V-A Mutual Fund Distributors Certification required / without certification can also apply • 13 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or in any sales experience. • Freshers with strong sales aptitude may also apply. Share Resume to :coshhr1@muthootgroup.com Whats app Cv : 9611059341