Sales and Marketing Executive

A mutual fund sales and marketing executive will sell mutual fund products by developing sales strategies, managing client relationships, and ensuring regulatory compliance. Key responsibilities include setting sales targets, analyzing market trends, coaching the sales team, and preparing reports. Qualifications typically include a finance or business degree, proven sales management experience in financial services, strong leadership, and in-depth knowledge of mutual funds. 

Key Responsibilities 

• Sales Strategy:
• Develop and implement comprehensive sales strategies to achieve revenue targets and expand market share. 
• Client Relationship Management:
• Build and maintain strong relationships with key clients, providing expert advice on investment opportunities. 
• Market Analysis:
• Monitor market trends, competitor activities, and regulatory changes to inform sales strategies. 
• Compliance:
• Ensure that all sales activities and recommendations adhere to industry regulations and company policies. 
• Collaboration:
• Work with marketing and portfolio managers to align sales plans and promotional initiatives. 
• Reporting:
• Prepare and present regular sales performance reports and forecasts to senior management