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Mutual Fund Sales Representatives
2 months ago
Role Description
- The Mutual Fund Sales Representative will be responsible for building and maintaining client relationships, promoting and selling mutual funds, providing investment advice, conducting market research, and meeting sales targets.
- The role involves engaging with clients in person and ensuring excellent customer service.
Qualifications
- Strong sales and negotiation skills
- Excellent interpersonal and communication skills
- Knowledge of mutual funds and investment products
- Ability to understand and analyze financial markets
- Previous experience in sales or financial services
- A Bachelor's degree in Finance, Economics, Business Administration, or a related field
- SEC certification or relevant licenses e.g., CIS, CSCS is a plus
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