Mutual Fund Sales Advisor

Company

AspiringTeam System Pvt Ltd

Job Type

Full-time, Part Time

Department

Sales / Financial Services

Experience

1–3 years

Location

Plot No 855, Niti Khand I, Indirapuram, Ghaziabad, Uttar Pradesh 201014

Job Summary

AspiringTeam System Pvt Ltd is looking for a motivated and customer-focused Mutual Fund Sales Advisor to join our team. The ideal candidate will be responsible for understanding customers’ financial goals, explaining suitable mutual fund investment options, generating leads, and building long-term client relationships.

If you have strong communication skills, a passion for financial products, and a target-oriented approach, we would like to hear from you.

Key Responsibilities

• Generate leads through calls, references, digital channels, and other sources.
• Connect with prospective and existing customers to understand their financial goals and investment needs.
• Explain mutual fund products, investment concepts, SIPs, and related financial solutions in a clear and easy-to-understand manner.
• Assist customers with the mutual fund investment process and required documentation.
• Develop and maintain strong relationships with clients.
• Follow up with leads and convert prospects into customers.
• Achieve monthly and quarterly sales targets.
• Maintain accurate records of customer interactions, leads, and sales activities.
• Stay updated on mutual fund products, market developments, and applicable industry guidelines.
• Provide ongoing service and support to existing clients.

Requirements

• Graduate degree in any discipline.
• 1–3 years of experience in mutual fund sales, financial services, insurance, banking, or a related field preferred.
• Strong communication and interpersonal skills.
• Good convincing, negotiation, and relationship-building abilities.
• Sales-oriented and target-driven approach.
• Basic understanding of mutual funds, SIPs, and investment products.
• Comfortable making customer calls and conducting follow-ups.
• Ability to work independently as well as within a team.

Preferred Skills

• Customer Relationship Management
• Lead Generation
• Sales \& Business Development
• Mutual Fund / Financial Product Knowledge
• Communication \& Presentation Skills
• Negotiation Skills
• Client Follow-up
• Target Achievement

What We Offer

• Competitive salary with attractive performance-based incentives
• Growth and career development opportunities
• Supportive and professional work environment
• Opportunity to build expertise in financial services
• Performance-based recognition and rewards

How to Apply

Interested candidates can apply through Indeed with their updated resume. Please mention your relevant experience in mutual fund sales, financial services, banking, or investment advisory in your application.

Pay

₹20,000.00 - ₹40,000.00 per month

Benefits

• Flexible schedule

Work Location

In person