mNivesh
Website:
niveshonline.com
Job details:
Milestone Global Moneymart Pvt Ltd is a financial services company focused on delivering investment solutions and advisory services to a diverse client base. The organization aims to help clients build and manage wealth through structured financial planning and access to a range of investment products. It emphasizes ethical practices, client-centric recommendations, and long-term relationship building. Team members work in a performance-driven environment with opportunities to grow their expertise in finance and investments.
This is a full-time, on-site Mutual Fund Sales role based in Delhi, India. The role involves identifying prospective clients, explaining mutual fund products, and recommending suitable investment options aligned with client goals and risk profiles. Daily responsibilities include meeting clients in person, conducting portfolio reviews, following up on leads, and completing required documentation for investments. The mutual fund sales professional will collaborate with internal teams to stay updated on product changes, market trends, and compliance requirements, while maintaining accurate records of client interactions and sales activities.
Salary upto -30K
- Strong understanding of mutual funds and investments, including different fund categories and risk-return profiles.
- Solid finance and analytical skills to interpret market data, compare product performance, and support client recommendations.
- Effective communication skills to explain financial concepts clearly, build trust with clients, and handle queries professionally.
- Prior experience in mutual fund sales, wealth management, or financial advisory is preferred.
- Knowledge of regulatory guidelines and compliance practices related to investment products.
- A bachelor's degree in Finance, Commerce, business, economics, or a related field; relevant certifications (e.g., NISM Mutual Fund Distributor) are an advantage.
- Ability to work independently, meet sales targets, and manage multiple client relationships efficiently.
- Proficiency in basic computer applications and CRM or sales tracking tools.
- NISM mandatory
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