Job/Soft skill training

Health insurance

Impeccable HR Consulting Reviews by Employees

HR Trainee

Key Responsibilities: - Client Handling & Sales - Meet and talk to corporate clients and institutions to offer mutual fund products. - Find new clients like companies, schools, hospitals, and high-net-worth families. - Explain investment options in simple terms and help clients decide where to invest. - Build long-term relationships with clients so they continue investing. Business Growth: - Grow the company's business by increasing the number of clients and the amount invested. - Aim to meet or beat monthly and yearly sales targets. - Account Management - Manage key accounts (big clients) and try to sell more products to existing clients. - Handle client queries, provide support, and make sure they are happy and satisfied. Coordination: - Work with banks, distributors, and internal teams to get things done smoothly. - Keep track of market trends to give better investment advice. Compliance & Reporting: - Follow company rules and industry regulations while selling. - Prepare reports and updates for your manager on your sales progress. Job Requirements (What the company expects from you): Educational Background - Graduate or MBA (preferred). - Must have MFD certification (Mutual Fund Distributor certified). Experience: - 5+ years of experience in mutual fund sales or wealth management. - Must have handled big clients like family offices, HNIs, corporates, or SMEs. - Should have managed a personal investment book of at least - 300 Cr in mutual funds. Professionals coming from these organisation preferred: - SBI Mutual Fund - ICICI Prudential Mutual Fund - HDFC Mutual Fund - Nippon India Mutual Fund - Aditya Birla Sun Life Mutual Fund Skills Needed: - Strong sales and relationship-building skills. - Good knowledge of mutual funds, equity, debt markets, and general finance. - Excellent communication and presentation skills. - Ability to work independently, manage your time, and take ownership. - Should know about tax rules and investment regulations. - Comfortable with travel, as meeting clients in person is part of the job. - Must have a wide network of corporate or institutional clients in Mumbai.

Mumbai

Manager - Sales - Mutual Fund 

Job Description for Manager - Sales - Mutual Fund  in Impeccable HR Consulting Pvt. Ltd. in  Mumbai for (5-12) years of experience. Apply Now!