Optimum Financial Solutions Private Limited

Sales Executive - Mutual Fund

  • 14 September, 2017
  • 1 - 1.5 years
  • Mumbai, Thane
  • Not disclosed


  • Good communication
  • sales target
  • Telesales
  • Mutual Fund Sales
  • Sales
  • Follow up
  • Telephone etiquettes
  • Email etiquettes

Job Description

Achieving growth and hitting sales targets by successfully managing the sales team.
Designing and implementing a strategic business plan that expands company’s customer base and ensure its strong presence.
Develop a sales strategy to achieve organizational sales goals and revenues.
Set individual sales targets with sales team.
Build and promote strong, long-lasting customer relationships ,understanding their needs.
Targeting new clients expending client database.
Maintaining individual sales records , individual client database , demo schedules , achieved targets.
Day to Day follow up with client through phone – mails.
Scheduling demo’s of product with client.
Mutual Fund Sales Background preferable.

*Preferred immediate joining.

Company Profile

Optimum Financial Solutions Pvt. Ltd. also called as OFSPL is an IT Firm Catering to Financial Intermediaries and was founded in the year 2012 with an Aim to Provide Single Application for All Technology needs of Financial Intermediaries through its Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping to do business efficiently, avoid Data Duplication and Improve Productivity.

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