Sales Executive

Fundskrit is a growing financial services firm dedicated to helping clients build wealth through strategic investments. We are expanding our footprint in Bihar and looking for dynamic sales professionals to join our team.

As a Sales Executive , your primary focus will be driving business growth by sourcing new clients and expanding our Mutual Funds portfolio. This is a frontline sales role that requires local market knowledge, excellent relationship-building skills, and a strong drive to meet targets.

• Key ResponsibilitiesClient Acquisition: Proactively identify, pitch, and onboard new retail and high-net-worth individual (HNI) clients for Mutual Fund investments.
• Lead Generation: Build and maintain a robust pipeline of prospects through cold calling, networking, references, and local market activation in Muzaffarpur and surrounding areas.
• Relationship Management: Educate clients on Mutual Fund products, understand their financial goals, and recommend suitable investment schemes.
• Market Intelligence: Stay updated on market trends, competitive financial products, and regulatory changes to pitch effectively.
• Compliance: Ensure all sales processes and client onboardings strictly adhere to SEBI and AMFI guidelines.
• Candidate Profile Mandatory Qualifications⚠️ Strict Requirement: Candidates must possess a valid NISM Series V-A: Mutual Fund Distributors Certification at the time of application. Applications without this certification will not be considered.
• Skills & Experience
• Experience: 1–3 years of experience in sales or business development, preferably within banking, insurance, broking, or wealth management. (Freshers with an exceptional understanding of Mutual Funds and a valid NISM VA Certificate may be considered).
• Local Expertise: Deep familiarity with the Muzaffarpur geography and local market dynamics is highly preferred.
• Communication: Strong verbal and written communication skills in Hindi and English.
• Core Traits: Self-motivated, target-driven, and comfortable with field sales.
• What We OfferCompetitive base salary with attractive, performance-linked sales incentives.
• Clear career progression pathways into managerial roles.
• Continuous training and professional development in wealth management.