Sales & Marketing Executive
Finstreet India Consultants LLPFixed
₹15,000 - ₹40,000
Average Incentives*
₹2,000
Earning Potential
₹42,000
Fixed
₹15,000 - ₹40,000
Average Incentives
₹2,000
Earning Potential
₹42,000
You can earn more incentive if you perform well
Job highlights
24 applicants
Job Description
The Sales & Marketing Executive will drive new client acquisition and expand existing retail and HNI relationships across mutual funds, fixed-income products, and tailored investment solutions. This role combines direct client engagement, digital and local marketing initiatives, and investor education to scale Assets Under Management (AUM).
Client Acquisition & Business Development
- Identify, prospect, and onboard retail, HNI, and corporate clients for mutual funds, PMS, bonds, and related investment products.
- Conduct introductory financial consultations to understand client goals, risk profiles, and investment horizons.
- Pitch curated portfolio ideas aligned with regulatory guidelines and the firm’s investment framework.
Client Servicing & Retention
- Coordinate with the operations and compliance team to ensure seamless KYC, onboarding, SIP registration, and transaction execution.
- Schedule periodic portfolio review meetings with clients to maintain long-term engagement and drive referrals.
- Maintain up-to-date client records, interaction logs, and pipeline tracking in the firm’s CRM software.
Job role
Job requirements
About company
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RD Woodmaker Private LimitedYou can expect a minimum salary of 15,000 INR and can go up to 42,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have studied 12th Pass and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Jodhpur to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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