Job Description
Sales Executive for Sales of Advisory services for Investment in Mutual Funds
Job in brief: The Sales Executive helps clients to invest in mutual funds by using in-house analytics and preparing pitches tailored to meet each client's investment requirements. Help clients understand different options available for investing in mutual funds and develop, manage, and expand customer relationships by providing the appropriate service level
Hiring Agency: Namura HR Consultancy Hiring for Shubbaan Investments Pvt Ltd
Company Description: Shubbaan Investments Pvt Ltd is an investments assistance company giving advisory services for investments through mutual funds, tax saving options plans, investment options for higher education of children, unit linked insurance plans (ULIP) for health and general insurance & advisory services for writing will.
Address: 13, Sunshine Greens Phase I, Off Aundh Road, Pune – 411020 Phone: 020-XXXXXX,2580 626+, Email id - [email protected]
Company Website: https://shubbaaninvestments.com
Work experience range: 3-4years
Annual CTC: 5 LPA CTC with approximately 70% fixed and 30% variable salary
Required Qualification: any graduate
Work Model: Work from Office and 6 days’ a week
Role & Responsibilities:
· Analyze and whitelist different mutual fund.
· Attend Con-call of fund manager, maintain list if whitelist fund and track them regularly. Suggest and plan portfolio for investors.
· Recommend right organize training for different aspect of Mutual Funds.
· Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
· Generating Incremental Business
· Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
· Client Handling
· Consult them financially on the latest trends in domestic bond market
· Solve their concerns and questions related to buying/selling of bonds
· Help clients understand different options available for buying/selling bonds
· Interact with the transaction execution team to close the orders from the clients
· Keep existing clients updated with the latest trends in global bonds market
· Increase buying/selling activity within your existing clients by sharing information on the latest bonds that match their investment requirements
· Generating leads from Open Market.
· Interacting with customers and solve their queries regarding investment.
· Responsible to generate revenue.
· Achieve Sales targets.
· Maintain daily reports.
Skills Required:
• Good Knowledge of Investment products in Finance sector such as Stocks/ Mutual Fund/ Banking Investment products /Insurance Linked investment Products etc.
• 3 to 4 years’ experience in sales of advisory services in investment in any of the above products
• Thorough knowledge of marketing and sales process like exploring the probable customer segment, generating leads, meeting the clients, sharing the quotations, negotiation and follow ups, closing the deals and doing actual sales and building relationships etc.
• Proficiency with MS Office and CRM systems
• Excellent written and oral communication skills
• Maintaining strong client relationships with new and existing customers
• Strong Interpersonal Relationships with members of the team
Screening Questions:
1. Do you have good knowledge of Investment products in Finance sector such as Stocks/ Mutual Fund/ Banking Investment products /Insurance Linked investment Products etc
2. Do you have minimum two years of experience in selling of services Stock Market/ Mutual Fund Products/ Banking Investment products /Insurance Linked investment Products?
3. Do you have a minimum of 2 years of experience business development of any product/services
4. Do you have experience in lead generation for sales of any products?
5. Do you have good written and oral communications skills in English?
6. Are you OK for Work from Office and 6 days’ work-week job
Job in brief: The Sales Executive helps clients to invest in mutual funds by using in-house analytics and preparing pitches tailored to meet each client's investment requirements. Help clients understand different options available for investing in mutual funds and develop, manage, and expand customer relationships by providing the appropriate service level
Hiring Agency: Namura HR Consultancy Hiring for Shubbaan Investments Pvt Ltd
Company Description: Shubbaan Investments Pvt Ltd is an investments assistance company giving advisory services for investments through mutual funds, tax saving options plans, investment options for higher education of children, unit linked insurance plans (ULIP) for health and general insurance & advisory services for writing will.
Address: 13, Sunshine Greens Phase I, Off Aundh Road, Pune – 411020 Phone: 020-XXXXXX,2580 626+, Email id - [email protected]
Company Website: https://shubbaaninvestments.com
Work experience range: 3-4years
Annual CTC: 5 LPA CTC with approximately 70% fixed and 30% variable salary
Required Qualification: any graduate
Work Model: Work from Office and 6 days’ a week
Role & Responsibilities:
· Analyze and whitelist different mutual fund.
· Attend Con-call of fund manager, maintain list if whitelist fund and track them regularly. Suggest and plan portfolio for investors.
· Recommend right organize training for different aspect of Mutual Funds.
· Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
· Generating Incremental Business
· Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
· Client Handling
· Consult them financially on the latest trends in domestic bond market
· Solve their concerns and questions related to buying/selling of bonds
· Help clients understand different options available for buying/selling bonds
· Interact with the transaction execution team to close the orders from the clients
· Keep existing clients updated with the latest trends in global bonds market
· Increase buying/selling activity within your existing clients by sharing information on the latest bonds that match their investment requirements
· Generating leads from Open Market.
· Interacting with customers and solve their queries regarding investment.
· Responsible to generate revenue.
· Achieve Sales targets.
· Maintain daily reports.
Skills Required:
• Good Knowledge of Investment products in Finance sector such as Stocks/ Mutual Fund/ Banking Investment products /Insurance Linked investment Products etc.
• 3 to 4 years’ experience in sales of advisory services in investment in any of the above products
• Thorough knowledge of marketing and sales process like exploring the probable customer segment, generating leads, meeting the clients, sharing the quotations, negotiation and follow ups, closing the deals and doing actual sales and building relationships etc.
• Proficiency with MS Office and CRM systems
• Excellent written and oral communication skills
• Maintaining strong client relationships with new and existing customers
• Strong Interpersonal Relationships with members of the team
Screening Questions:
1. Do you have good knowledge of Investment products in Finance sector such as Stocks/ Mutual Fund/ Banking Investment products /Insurance Linked investment Products etc
2. Do you have minimum two years of experience in selling of services Stock Market/ Mutual Fund Products/ Banking Investment products /Insurance Linked investment Products?
3. Do you have a minimum of 2 years of experience business development of any product/services
4. Do you have experience in lead generation for sales of any products?
5. Do you have good written and oral communications skills in English?
6. Are you OK for Work from Office and 6 days’ work-week job
💡 Quick Summary
Seeking a career-building opportunity? The Sales Executive Mutual Funds position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.
