Job Title: Management Trainee – Marketing (Mutual Fund Business)Department: Sales \& MarketingLocation: VIJAYAWADA Experience Required: Fresher to 3 YearsEmployment Type: Full-TimeCompensation:
Salary: As per industry standards (based on qualification \& experience)
Incentives: Performance-based monthly/quarterly incentives linked to business achievements and client acquisition
Job Summary:
The Management Trainee (Marketing) will support the business development and client relationship activities of the Mutual Fund distribution division. The role involves learning and assisting in marketing financial products, generating leads, maintaining client relationships, and supporting sales strategies under the guidance of senior team members.
Key Responsibilities:
Client Acquisition \& Relationship Building
Identify and approach prospective clients for mutual fund investments.
Build and maintain long-term relationships with existing and new clients.
Assist in onboarding investors through BSE StAR MF / MFU / AMC platforms.
Marketing \& Business Development
Plan and execute marketing campaigns, investor awareness programs, and promotional activities.
Support digital marketing initiatives (social media, email marketing, WhatsApp promotions).
Generate and follow up on leads to achieve monthly business targets.
Product Knowledge \& Advisory Support
Learn and understand mutual fund products, SIPs, and financial planning concepts.
Provide product presentations and investment solutions to clients (under supervision).
Market Research \& Reporting
Conduct competitor and market analysis to identify new opportunities.
Prepare regular MIS reports on sales performance, client feedback, and marketing activities.
Team Coordination
Coordinate with operations and back-office teams for smooth execution of client transactions.
Participate in periodic training and development programs to enhance product and sales skills.
Desired Candidate Profile:
Education: Graduate / Post Graduate in Commerce, Management, Finance, or Marketing (MBA preferred).
Experience: 0–3 years in Mutual Fund / Financial Services / Banking / Insurance industry.
Skills Required:
Good communication \& presentation skills
Strong interpersonal and customer-handling ability
Basic understanding of financial markets and mutual funds
Proficiency in MS Office and digital communication tools
Career Growth:
Successful trainees will be promoted to Relationship Manager / Business Development Executive roles based on performance and skill development. Long-term career growth opportunities available in investment advisory and financial planning domains.
Incentives \& Benefits:
Monthly / Quarterly performance-based incentives
Training and AMFI certification support (if required)
Recognition programs for top performers
Exposure to leading AMCs and industry professionals
Job Type: Full-time
Pay: ₹8,134.50 - ₹15,000.00 per month
Work Location: In person