MUtual Fund Sales

Ratni Distributors (ARN-292768) specialises in retirement planning for government officers and CPSE employees. We have 4,000+ warm CRM leads — pre-qualified contacts from our Investor Awareness Programmes and referrals. This is a pure sales role: call leads, meet prospects, convert to investing clients, grow AUM. No cold prospecting.

Key Responsibilities

• Lead conversion: Call and meet warm CRM leads daily; qualify, pitch, and close. Manage pipeline from first contact to first investment.
• AUM growth: Drive SIP registrations, lump-sum investments, and top-ups. Target is AUM acquired each quarter.
• Client management: Coordinate portfolio reviews with the advisory team; seek referrals and Google reviews from clients.
• CRM & compliance: Log every interaction in Zoho CRM with rationale. Adhere to SEBI/AMFI/KYC norms at all times.
• Events: Represent the firm at Investor Awareness Programmes; identify and capture leads.

Requirements

• Certifications: NISM VA mandatory on joining. NISM XA, XB, and XVII (Retirement Planning) within 6 months.
• Knowledge: Mutual funds (equity/debt/hybrid), financial planning, personal income tax rules, retirement planning, SIP mechanics.
• Languages: Fluent spoken and written English and Hindi. Communication quality directly affects conversion.
• Sales mindset: Comfortable with targets, persistent follow-up, objection handling, and closing. 0–2 years' experience preferred; strong freshers considered.
• Education: Any graduate. Finance/Commerce/Economics background preferred.
• Tools: Zoho CRM, Investwell, MS Office, AI drafting tools.

Benefits

• Fixed salary + performance incentive directly linked to AUM acquired.
• 4,000+ warm CRM leads from Day 1 — no cold prospecting.
• Clear career path: Sales Executive → Relationship Manager as your book grows.
• Exposure to HNI/UHNI government officer clients and national industry events.
• Monday–Friday | 10:30 AM – 6:30 PM | Janakpuri, Delhi.