Field Sales Executive Jobs Opening in Kuberzo at Etah
Field Sales Executive
Job Description
Kuberzo is seeking a motivated and client-focused Sales Executive to drive growth in our mutual fund distribution business. The role involves advising clients on investment opportunities, building long-term relationships, and helping customers achieve their financial goals through suitable mutual fund products. ( )
Key Responsibilities:
- Generate leads and acquire new clients interested in mutual fund investments
- Educate clients about mutual fund products, SIPs, and investment strategies
- Assess client financial goals, risk appetite, and investment horizon to recommend suitable schemes
- Promote and sell mutual fund products in line with regulatory guidelines
- Build and maintain strong, long-term relationships with clients
- Achieve monthly and quarterly sales targets (AUM growth, SIP targets, etc.)
- Stay updated on market trends, fund performance, and industry developments
- Ensure proper documentation and compliance with AMFI/SEBI regulations
- Coordinate with internal teams for smooth onboarding and servicing of clients
More information about this Field Sales Executive Job
Please go through the below FAQs to get all answers related to the given Field Sales Executive job
- What are the job requirements to apply for this Field Sales Executive job position?
- Ans: A candidate must have a minimum of 0 to 2.5 year experience as an Field Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: LLM, B.Arch, Diploma, Certificate Course (ITI), M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, B.Design, B.FashionTech, BFA, Vocational Training, 12th Pass (HSE), 10th Pass (SSC), Upto 9th Std, No Education/Schooling, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, BACHELOR OF MUSIC, BBS, BFA, Ayurveda PG, BLT, BNYS, BPT, BUMS, DA, DFM (FORENSIC), DM, DOMS (OPTHOLMOLOGY), Master of Public Health, MHA(HEALTH), MPT, ANM, B PEd, B Plan, B Voc, BCJ, BHA, BBT, BLS, BNg, BPA, BPH, BTA, BTH, BTTM, BVA, BVSc and AH, D Ed, D Pharma, M PED, M Pharma, MBE, MBS, Master in Marketing, Master of International Business, MCJ, MFA, MFM, MHM, MIT, MLT, MMS, MPA, MPH, MPHA, MPHW, MPVA, MRM, MRMLV, BFT, MFT, BMS, Other Graduate, Other Post Graduate, Other Course
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Field Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Field Sales Executive position?
- Ans: There are immediate 1 job openings for Field Sales Executive in our Organisation.
Job Particulars
About Company
Kuberzo is a mutual fund distribution firm dedicated to long-term wealth creation through disciplined and goal-oriented investing. Founded in 2025 by Ayush Agrawal, the firm was built with a clear purpose — to make investing simple, accessible, and trustworthy for every Indian.
We focus on understanding each investor’s aspirations, risk appetite, and financial journey before recommending the right mutual funds. Built on trust and transparency, our advisory model ensures that clients feel confident and informed in every decision they make.