Sales Executive
Biz Bridge Consulting Group.
2 - 5 years
Ahmedabad
Posted: 20/12/2025
Job Description
- Job Title : Sales Executive Mutual Funds
- Location : Ahmedabad (505, Samruddhi Complex, Near C.U. Shah College, Opp. Sakar3, Income Tax, Ahmedabad)
- Experience Required : Minimum 2 years in sales of financial products (mutual funds preferred) Reporting To: Sales Manager / Head Investments
- Employment Type : Fulltime
- About Jinen Fincap Pvt. Ltd. Jinen Fincap is a financial services company helping clients plan their financial future and invest in the right direction. Their services include mutual funds, LIC (insurance) and general insurance. They emphasize personalised investment strategy: meeting the client, understanding client needs, then making suggestions. As a Sales Executive in this environment, you will be key in driving growth of the mutual fund vertical and building strong client relationships. Role and Key Responsibilities
Identify, approach and acquire new clients for mutual fund investments (retail / HNI segments)
Conduct client meetings to understand their financial goals, riskprofile and investment horizon, aligning with the companys process: meet understand suggest.
Present and explain various mutual fund schemes, SIPs, lumpsum opportunities, and how they align with client goals.
Drive ongoing relationship management: followup on leads, crosssell additional mutual fund/insurance products, ensure KYC & documentation completion.
Achieve monthly/quarterly sales targets (units, value of AUM, number of new clients) and contribute to the firms growth trajectory.
Work closely with internal team (investment advisors, operations, KYC team) to ensure smooth onboarding and service delivery.
Maintain accurate records of client interactions, sales pipeline, and report daily/weekly to Sales Manager.
Keep updated with latest mutual fund industry developments, scheme launches, regulatory changes and use this knowledge to advise clients effectively.
Participate in investmentawareness programs and assist in organising client events or seminars as the firm supports such initiatives. Required Skills and Qualifications
Bachelors degree (Finance, Commerce, Business Management or equivalent)
Minimum 2 years of sales experience in financial services (mutual funds/ investments preferred)
Strong interpersonal and communication skills; ability to build trust quickly with clients
Demonstrated track record of meeting or exceeding sales targets
Good understanding of mutual fund products, market dynamics, SIP vs lumpsum investments
Selfmotivated, resultoriented with high energy and drive to win in a competitive environment
Ability to work independently and as part of a team; comfortable handling endtoend sales process
Proficient in MS Office (Excel, PowerPoint) and familiar with CRM/sales pipeline tools
Valid registration/licence if required (AMFI certificate or pursuing it would be a strong plus)
Based in or willing to commute within Ahmedabad; ready for client visits and field work. What Youll Gain
Opportunity to work with a growing financial services firm dedicated to helping clients plan and invest their future.
Realimpact role where your efforts directly contribute to company growth and your own career progression. Handson experience across the investment lifecycle client acquisition, advisory, onboarding, servicing.
Supportive work environment in a professionally run office (MonFri 09:3018:00; Sat 09:3016:30)
Competitive remuneration with incentive structure tied to individual and team performance. How to Apply Interested candidates should send their resume to or call for more information. Please include a brief cover note highlighting your mutual fund sales experience, key achievements, and why youre a fit for this role.
How to Apply: Interested candidates can apply via: Email: Call/WhatsApp:
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