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**