Digital Sales Executive (SIP/Direct Plans) Jobs in Coimbatore Mutual Fund and AMC
⚡ Hiring Now📋 Job Description
Jobzi is sourcing qualified candidates for Digital Sales Executive (SIP/Direct Plans) positions in Coimbatore's private Mutual Fund and AMC sector. This is a full-time opportunity with a reputed Mutual Fund and Asset Management employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.
📌 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 Coimbatore.
✅ Required Skills
🏆 Certifications and Qualifications
NISM Series V-A (Mutual Fund Distributor) for distribution and sales roles; NISM Series XV (Research Analyst) for equity research roles; CFA (Chartered Financial Analyst) Level I/II for fund analyst and portfolio management roles; CFP (Certified Financial Planner) for wealth management roles; AMFI Registration Number (ARN) for sales and distribution roles; NISM Series X-A (Investment Adviser Level 1) for advisory roles; FRM (Financial Risk Manager) for risk management roles in AMCs; CA or CMA for compliance and fund accounting roles
🏫 Coimbatore Mutual Fund and AMC Employment Zones
Coimbatore's private mutual fund and AMC sector serves Tamil Nadu's second-largest investor base with AMC offices and wealth management firms concentrated in Race Course, Gandhipuram, and Avinashi Road employing fund distributors, relationship managers, and financial advisors who work in Tamil and English.
Mutual fund and AMC employment zones in Coimbatore include Race Course, Gandhipuram, Avinashi Road, RS Puram, Peelamedu, Hopes College, Saravanampatti, Sidhapudur, Tidel Park, and Kalapatti.
வேலை விவரம் - தமிழில்
Coimbatore-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.