Equity & Mutual Fund Sales Executive (Ahmedabad)

We are seeking a motivated and proactive Equity & Mutual Fund Sales Executive to join our growing team. This role involves direct client interaction, understanding financial goals, and providing tailored investment solutions in equity and mutual fund segments.

- Promote and sell equity and mutual fund products to retail and HNI clients. - Understand client risk profiles and recommend suitable investment options (SIPs, lump sum investments, equity portfolios). - Develop and maintain strong client relationships through consistent follow-ups and periodic portfolio reviews. - Meet and exceed monthly and quarterly sales targets. - Stay updated on market developments, regulatory guidelines, and product innovations. - Coordinate with internal research and advisory teams for customized client solutions. Qualifications: - Graduate in Finance, Commerce, Economics, or a related field. - NISM Mutual Fund (Series V-A) certification; NISM Equity Derivatives (Series VIII) preferred. - 1-5 years of relevant experience in mutual fund and equity sales. - Solid interpersonal and communication skills. - Ability to work independently and manage a client base. What We Offer: - Competitive fixed salary with high-performance incentives. - Supportive work environment and ongoing professional development. - Exposure to high-net-worth clients and advanced investment strategies. - Growth opportunities within a reputed financial services firm. Job Types: Full-time, Permanent Compensation: 250,000.00 - 350,000.00 per year Benefits: - Leave encashment - Paid time off Compensation Package .