Digital Sales Executive (SIP/Direct Plans) Jobs in Chennai Mutual Fund and AMC
⚡ Hiring Now📋 Job Description
Jobzi is sourcing qualified candidates for Digital Sales Executive (SIP/Direct Plans) positions in Chennai's private Mutual Fund and AMC sector. This is a full-time opportunity with a reputed Mutual Fund and Asset Management employer in Chennai offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Chennai.
📌 Key Responsibilities
- Drive SIP registrations and direct plan investments through digital channels including AMC website, mobile app, and third-party fintech platforms
- Generate and qualify investor leads through social media campaigns, email outreach, and WhatsApp engagement
- Assist new investors with online KYC completion and first-time mutual fund account setup on digital platforms
- Educate prospective investors on the benefits of SIPs, direct plans, and goal-based investing via online and offline presentations
- Track digital sales funnel metrics including lead generation, conversion, and SIP activation rates
- Coordinate with the digital marketing team to create investor education content for social media and campaign mailers
- Maintain accurate records of digital investor interactions and conversion status in the CRM system
🎓 Qualifications and Requirements
- What is the difference between a regular plan and a direct plan in a mutual fund?
- How do you onboard a first-time investor on a digital mutual fund platform?
- What digital channels do you use to generate investor leads for SIP sales?
- Explain the online KYC process for a new mutual fund investor.
- How do you handle investor objections about market risk when pitching SIPs?
- What is goal-based investing and how do you explain it to a retail investor?
- Describe your experience with CRM tools and digital sales tracking.
- Good Tamil and English communication skills for team coordination and client interaction in Chennai.
✅ Required Skills
🏫 Chennai Mutual Fund and AMC Employment Zones
Chennai's private mutual fund distributor offices and investment platforms serve retail and HNI investors from Guindy and Ambattur MIDC, employing Tamil-speaking mutual fund advisors, relationship managers, and operations executives.
Mutual Fund and AMC employment zones in Chennai include Guindy, Ambattur MIDC, Sholinganallur, Anna Nagar, Nungambakkam, T. Nagar, Adyar, Velachery, Taramani, and Perungudi.
வேலை விவரம் - தமிழில்
Chennai-ல் Digital Sales Executive (SIP/Direct Plans) வேலைவாய்ப்பு. மாத சம்பளம் ரூ.19,500 முதல் ரூ.43,500 வரை. 0 - 3 Years અனுபவம் தேவை. Mutual Fund and AMC-ல் Full Time பணி. ஆர்வமுள்ளவர்கள் Jobzi மூலம் விண்ணப்பிக்கலாம்.