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Sales Executive

Preeti Shakya's profile picture
Posted by Preeti Shakya
2 - 4 yrs
₹2L - ₹4L / yr
Bhopal
Skills
Mutual funds
SIP
Insurance

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 AryuMoney Service Private Limited

Founded :
2017
Type :
Products & Services
Size :
20-100
Stage :
Raised funding

About

Authorized Mutual Fund Distributor (ARN-350414) providing transparent financial solutions in India.
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Company social profiles

N/A

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