
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.

About AryuMoney Service Private Limited
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● Liaise with clients to understand role requirements to source the most suitable candidates
● Source, screen and compile a shortlist of qualified candidates for various technical roles
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Ready to take the next step in your professional journey? Join the 1Point1 family and nurture your future with us. From personal development to career growth, we provide the soil for your success! Let’s grow together and make every day a new opportunity to blossom.

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Website: www.shankarmahadevanacademy.com
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. Developing the latest user-facing features using React.js
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