AryuMoney Service Private Limited
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Job Title: Sales Executive – Mutual Funds
Company: Aryumoney Services Private Limited
Location: Bhopal
Experience: 2+ Years
Salary: Up to ₹4 LPA
About the Company
Aryumoney Services Private Limited is a trusted mutual fund distributor focused on helping individuals achieve their financial goals through smart and disciplined investing. The company offers a wide range of investment solutions including mutual funds, SIPs, and financial planning services, backed by expert guidance and a customer-centric approach.
About the Role
We are looking for dynamic and result-driven Sales Executives who can drive mutual fund sales and build long-term client relationships. The role involves understanding customer needs, providing suitable investment solutions, and ensuring a seamless investment experience while achieving sales targets.
Key Responsibilities
- Identify, prospect, and engage potential clients through calls, emails, meetings, and networking activities.
- Understand clients’ financial goals, risk appetite, and investment horizon to recommend suitable mutual fund schemes.
- Educate clients about mutual funds, SIPs, market trends, returns, and associated risks in a clear and simple manner.
- Assist clients with investment processes including purchase, redemption, and portfolio management.
- Build and maintain strong, long-term relationships with clients to generate repeat business and referrals.
- Maintain accurate records of client interactions, sales activities, and compliance documentation in CRM systems.
- Stay updated with market trends, regulatory updates, and new product offerings.
- Consistently achieve assigned sales targets and contribute to team performance.
Key Requirements
- Minimum 2+ years of experience in sales (preferably in mutual funds, BFSI, or financial products).
- Strong communication and interpersonal skills.
- Good understanding of mutual funds and basic financial concepts.
- Ability to explain financial products in a simple and convincing manner.
- Target-oriented mindset with strong negotiation skills.
- Basic knowledge of CRM tools and MS Office.
What We Offer
- Growth opportunities in the financial services domain.
- Learning and development support.
- Professional and supportive work environment.
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About the company
Arya is India's leading Agritech which has been working at the farmgate to strengthen agriculture value chains through its integrated range of services. Driving technology through a human-centered approach, Arya's Agritech and Fintech platform leverages technology to bridge the Last Mile. Through its profitable business model with over 5.0 million tonnes of storage capacity across 5,500 warehouses in 21 Indian states, Arya helps farmers, aggregators, Farmer Producer Organisations, food processors and end-user corporates avoid post-harvest losses.
Powered through its platform, Arya.ag, it efficiently connects the supply side of the Agri ecosystem with the demand side through a comprehensive portfolio of agri-services. Arya assists sellers of agri-commodities to avoid distress sale of produce by extending post-harvest credit. It has completed loan disbursements of over Rs 4400 Crores. It's integrated and easy-to-use platform also helps users to choose ancillary services like warehouse management, access to finance, quality testing, storage protection services, and connects produce to buyer through a robust technology-enabled back-end ecosystem.
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