Wealth Advisor - Gola Road Patna

R Patel Wealth

Job Title: Sales Executive Mutual Fund Distribution

Location: Patna

Department: Sales

Reporting To: Sales Manager

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Job Summary:

We are seeking a dynamic and results-driven Sales Executive to join our team at R Patel Wealth. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing financial advisory services, and ensuring client satisfaction.

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Key Responsibilities:

Client Acquisition:

o Identify and approach potential clients to promote mutual fund investment opportunities.

o Generate leads through cold calling, referrals, and networking.

Sales & Business Development:

o Pitch appropriate mutual fund schemes based on client needs and risk appetite.

o Achieve monthly and quarterly sales targets.

Client Relationship Management:

o Provide after-sales service and maintain regular contact with clients.

o Address client queries regarding fund performance, market trends, and investment strategies.

Product Knowledge & Advisory:

o Stay updated on mutual fund products, NAVs, and market developments.

o Educate clients on financial planning, SIPs, SWPs, and other investment options.

Compliance & Documentation:

o Ensure KYC compliance and accurate documentation of all transactions.

o Maintain detailed records of client interactions and sales activities.

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Required Skills:

Strong sales and negotiation skills.

Excellent communication and interpersonal abilities.

Ability to understand and explain financial products.

Self-motivated with a target-driven mindset.

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Qualifications:

Bachelors degree in Business, Finance, or a related field.

NISM Series V-A certification .

1-3 years of experience in mutual fund sales or financial services ________________________________________

B

• Experience

  3 - 5 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Wealth Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  House no. 5 Road no. 6, Laxmi Nager