Manager- Mutual Fund Sales
About Navi
Navi is one of India's fastest-growing financial services companies, offering a range of products, including Personal Loans, Home Loans, Insurance, and Mutual Funds. With a digital-first approach, we are committed to making financial services simple, accessible, and affordable for everyone. Our mission is to empower individuals by providing them with the tools they need to secure their financial future.
Ignite the Spirit of a “Navi_ite”
Imagine being at the heart of India’s fastest-growing financial services company, where every day brings the opportunity to redefine how millions manage their money. Navi is transforming the landscape with Personal and Home Loans, UPI, Insurance, Mutual Funds, and Gold—delivering innovation that makes financial products simpler, more accessible, and truly affordable.
With our cutting-edge AI/ML technology and deep expertise, we’re not just setting new standards; we’re creating experiences that delight and inspire.
This is your chance to be part of something extraordinary. At Navi, you won’t just be advancing your career; you’ll be leading a revolution in finance. Join us and discover how it feels to be at the forefront of this.
Founders: Sachin Bansal & Ankit Agarwal
Job Summary
The Mutual Fund Sales Representative will be responsible for promoting and selling the company’s mutual fund products to individual and institutional clients. This position requires a deep understanding of financial markets, investment products, and strong sales skills. The ideal candidate will build and manage relationships with financial advisors, broker-dealers, and institutional clients, while driving mutual fund sales growth and meeting sales targets.
Key Responsibilities:
1. Sales & Business Development:
○ Actively prospect new clients, including individual investors, financial advisors, and institutions, to promote the company’s mutual fund offerings.
○ Meet and exceed monthly, quarterly, and annual sales targets.
○ Develop and maintain strong relationships with key clients to drive sales and product awareness. 2. Market Knowledge & Product Expertise:
○ Stay informed about the latest market trends, economic conditions, and regulatory changes impacting mutual funds.
○ Provide clients with in-depth knowledge of mutual fund products, investment strategies, and portfolio construction.
○ Collaborate with internal teams to ensure clients’ needs are being met through suitable product offerings.
3. Relationship Management:
○ Maintain regular communication with existing clients, ensuring ongoing satisfaction and the opportunity for cross-selling and upselling additional products.
○ Act as a primary point of contact for client queries and provide exceptional customer service.
○ Attend client meetings, conferences, and industry events to foster relationships and represent the company.
4. Sales Reporting & Administration:
○ Prepare and submit sales reports, pipeline updates, and market intelligence to management.
○ Track sales performance, account activities, and lead conversion rates.
○ Ensure compliance with all regulatory requirements and internal procedures related to sales activities.
5. Collaboration & Teamwork:
○ Work closely with the marketing and product teams to create promotional materials and campaigns to support mutual fund sales.
○ Collaborate with internal departments to resolve client concerns and ensure seamless service delivery.
Qualifications:
● Education:
○ Bachelor’s or Masters degree in Finance, Business, Economics, or a related field.
● Experience:
○ Minimum 2-5 years of experience in sales within the financial services or investment management industry, preferably with a focus on mutual funds.
○ Proven track record of achieving sales targets and building relationships with clients. ○ Strong understanding of investment products, financial markets, and asset allocation strategies.
● Skills & Competencies:
○ Excellent communication and presentation skills.
○ Strong negotiation and closing abilities.
○ Ability to build and maintain relationships with key stakeholders.
○ Self-motivated, results-oriented, and able to work independently.
○ Proficient in Microsoft Office Suite and CRM tools.
● Personal Attributes:
○ High level of integrity and professionalism.
○ Customer-centric approach with a focus on delivering exceptional service.
○ Strong problem-solving skills and ability to think strategically.
○ Ability to thrive in a fast-paced, target-driven environment.
What is awaiting you at Navi?
Unyielding Perseverance, Boundless Passion, Unwavering Commitment
Are you ready to channel your relentless drive into something truly transformative? As a Navi_ite, you will embody the essence of perseverance and passion, pushing boundaries and redefining what’s possible. As a Navi_ite, you’ll be at the forefront of our mission, taking on responsibilities that challenge you and push the limits of what you thought possible.
Relentless Pursuit of Unmatched Excellence
Imagine a place where your quest for excellence knows no bounds. At Navi, we don’t just set high standards; we live them. At Navi, we believe in delivering exceptional results and creating real value. You will have the opportunity to tackle projects with precision and pride, setting standards and achieving outcomes that make a tangible difference. Your ability to manage tasks effectively and maintain high standards will be key to our shared success.
Unbreakable Resilience and Agility
Visualize yourself thriving in an environment where change is not a barrier but a catalyst for your growth. As a Navi_ite, you’ll turn every challenge into an opportunity with your unparalleled resilience and adaptability. Your adaptability will be essential as you navigate evolving situations, contributing to both your personal development and the team’s achievements.
Joining Navi means stepping into a role where your perseverance, pursuit of excellence, and resilience are not just valued—they are celebrated. If you’re ready to leave a legacy of impact and innovation, your journey starts here. Embrace this chance to be a part of something extraordinary and let your potential shine. Your future as a Navi_ite awaits.