Mutual Fund Sales Representatives Needed

I’m expanding my mutual fund distribution network and want to bring on energetic sales professionals who already understand the basics of fund products and have spent some time in the industry. Your main focus will be converting qualified leads into long-term investors, nurturing relationships, and consistently meeting monthly asset-under-management targets.

Strong communication is essential because most of your day will be spent explaining complex products in simple language—whether over the phone, on video calls, or in person. Solid financial knowledge lets you translate market movements into actionable advice, while effective customer-relationship management keeps retention high. I work with modern CRM tools, so prior experience with platforms like Salesforce or Zoho is helpful, though not a deal-breaker.

An industry-specific certification such as NISM Series V-A (or equivalent) is mandatory; please highlight the license number and validity in your proposal. If you’re in the process of renewal, let me know the timeframe.

Deliverables I’ll track:
• Minimum number of fresh SIPs or lump-sum accounts opened each month
• Weekly pipeline and activity report pulled from the CRM
• Quarterly feedback on investor trends you’re observing in the field

If you love talking investments, already hold the required certification, and can bring a track record of closing mutual fund sales, I’d like to hear how you’ll hit the ground running.