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Senior mutual fund sales executive

Company

OngoleBulls

Location

hyderabad, India

Type

Full-time

We’re Hiring | Senior Mutual Fund Sales Executive / Relationship Manager
Location: Hyderabad
Employment Type: Full-Time
Company: Ongolebulls Invest Pvt. Ltd.
Ongolebulls Invest Pvt. Ltd. is looking for an experienced and result-oriented Senior Mutual Fund Sales Executive / Relationship Manager to join our growing wealth management team.
The ideal candidate should have strong experience in mutual fund sales, client acquisition, investor servicing, and relationship management.
Key Responsibilities ✅ Acquire and manage retail, HNI, and affluent clients
✅ Promote mutual funds, SIPs, ELSS, and other investment products
✅ Conduct client meetings, portfolio discussions, and investor awareness sessions
✅ Build long-term investor relationships through trust, service, and regular engagement
✅ Generate business through referrals, networking, field outreach, and market development
✅ Support clients with KYC, onboarding, investment documentation, and transaction pro...

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