Sales Executive

Job Title: Sales Executive – Mutual Funds

Location: Ahmedabad (505, Samruddhi Complex, Near C.U. Shah College, Opp. Sakar‑3,

Income Tax, Ahmedabad)

Experience Required: Minimum 2 years in sales of financial products (mutual funds

preferred)

Reporting To: Sales Manager / Head – Investments

Employment Type: Full‑time

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, risk‑profile and

investment horizon, aligning with the company’s 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: follow‑up on leads, cross‑sell 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 firm’s 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 investment‑awareness programs and assist in organising client events

or seminars as the firm supports such initiatives.

Required Skills and Qualifications

● Bachelor’s 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

● Self‑motivated, result‑oriented with high energy and drive to win in a competitive

environment

● Ability to work independently and as part of a team; comfortable handling end‑to‑end

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 You’ll Gain

● Opportunity to work with a growing financial services firm dedicated to helping clients

plan and invest their future.

● Real‑impact role where your efforts directly contribute to company growth and your

own career progression.

Hands‑on experience across the investment lifecycle — client acquisition, advisory,

onboarding, servicing.

● Supportive work environment in a professionally run office (Mon–Fri 09:30–18:00;

Sat 09:30–16:30)

● Competitive remuneration with incentive structure tied to individual and team

performance.

Interested candidates may apply for an interview.

📩 How to Apply:Interested candidates can apply via:

📧 Email: kanchanbhong12345@gmail.com

📞 Call/WhatsApp: 7276547661