Mutual Fund Sales Specialist

Responsibilities:

* Develop and execute sales strategies to generate new business and expand existing client relationships.

* Provide expert advice and guidance to clients on a range of mutual fund products and investment strategies.

* Conduct thorough financial needs assessments to identify client goals and objectives.

* Prepare and deliver compelling presentations and proposals to prospective clients.

* Maintain a strong understanding of market trends and industry regulations.

* Collaborate effectively with internal teams to ensure seamless client service.

Qualifications:

* Bachelor's degree in Finance, Business Administration, or a related field.

* 4 years of proven experience in the financial services industry, with a focus on mutual fund sales.

* Strong knowledge of wealth management principles, investment strategies, and market trends.

* Experienced and have good knowledge of wealth management and related courses.

* Excellent communication, interpersonal, and presentation skills.

* Ability to build rapport and trust with clients.

* Proven track record of exceeding sales targets.

Compensation:

* Competitive salary and benefits package commensurate with experience.