Mutual Fund Sales Manager

Adeethya Investments

Kalyan Dombivli, Maharashtra, IndiaFresher54m agovia LinkedIn

Adeethya Investments

Key Responsibilities

  • Generate leads and acquire new investment clients.
  • Promote mutual fund schemes and investment solutions.
  • Build and maintain long-term client relationships.
  • Understand clients’ financial goals and investment requirements.
  • Achieve monthly sales and business development targets.
  • Follow applicable mutual fund distribution and compliance guidelines.

Qualifications

  • Experience in mutual fund sales, wealth management, or financial services preferred.
  • Good communication, presentation, and relationship-building skills.
  • A sales-driven mindset with a passion for investments.
  • Freshers with strong sales potential may also apply.

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