Sales Associate

Company Description SBI Mutual Fund (SBI Funds Management) is one of Indias most experienced asset management companies, with over 37 years of fund management expertise. The organization offers a wide range of investment options, including Equity, Debt, Hybrid, Solution-Oriented, ELSS, Index, Exchange Traded, and Fund of Funds, as well as offshore funds and alternative investment solutions such as AIF and PMS. SBI Mutual Fund focuses on delivering long-term value to investors through disciplined processes, research-driven strategies, and robust risk management. The company maintains transparent and ethical hiring practices and does not charge or accept any fees or security deposits from job seekers. Any fraudulent employment offers made in the name of SBI Mutual Fund are actively discouraged, and the organization reserves the right to take legal action against such activities.

Role Description The Sales Associate role at SBI Mutual Fund is a full-time, on-site position based in Hyderabad. The Sales Associate will be responsible for promoting SBI Mutual Fund products, engaging with existing and prospective investors, and supporting distributor and partner relationships in the assigned region. Daily activities include explaining product features and benefits, assisting investors with onboarding and documentation, and ensuring compliance with regulatory and internal guidelines. The role involves meeting sales targets, conducting regular follow-ups, participating in branch or partner events, and providing timely feedback from the market to internal teams. The Sales Associate will collaborate with colleagues across sales, operations, and customer service to deliver a positive, informed, and compliant investment experience.

Qualifications

• Candidates should possess strong communication, interpersonal, and presentation skills to effectively engage with investors and distribution partners.
• Candidates should possess relationship-building and customer service skills to support investor queries, resolve concerns, and maintain long-term client trust.
• Candidates should possess sales and negotiation skills to achieve business targets, drive product adoption, and convert leads into active investments.
• Candidates should possess basic financial awareness and the ability to learn mutual fund concepts, investment products, and regulatory guidelines.
• Candidates should possess organizational and time management skills to handle multiple client interactions, documentation, and reporting requirements.
• Relevant experience in financial services, banking, or mutual fund sales is beneficial.
• A graduate degree in any discipline is preferred; a postgraduate or professional qualification in finance or marketing is an advantage.
• Proficiency in English and local languages spoken in Hyderabad, along with basic computer skills (MS Office, email, CRM tools), is desirable.