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Marketing Personnel & Equity -Mutual Fund

Recex

Full time
Experience
1–3 years
Location
Kolkata
Work mode
Not stated
Salary
₹4–4.2 LPA
Posted 10 days ago

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Role at a glance

You will
  • Develop and execute marketing strategies to promote mutual fund products
  • Identify potential clients and maintain relationships with distributors, IFAs, and channel partners.
  • Explain investment products and market-related information to prospective clients in a clear and professional manner.
Experience
1–3 years
Education
Bachelor's degree

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Job description

Job Description:

Job Title: Marketing Personnel & Equity -Mutual Fund
Location: Kolkata, West Bengal
Job Type: Full-Time
Industry: Financial Services / Stock Market / Equity / Mutual Funds

Company Overview

We are a growing mutual fund company committed to delivering trusted investment solutions. We are looking for dynamic and results-driven marketing professionals to join our team and play a key role in expanding our market presence and customer base.

Key Responsibilities

  • Develop and execute marketing strategies to promote mutual fund products
  • Identify potential clients and maintain relationships with distributors, IFAs, and channel partners.
  • Explain investment products and market-related information to prospective clients in a clear and professional manner.
  • Identify business opportunities through direct marketing, referrals, networking and other channels.
  • Coordinate with clients regarding account opening, documentation and onboarding requirements.
  • Maintain regular communication with clients and provide appropriate product/service information.
  • Support equity-related business development and client servicing activities.
  • Monitor market trends, equity-market developments and competitor activities.
  • Coordinate with internal teams for smooth execution of client requirements.

Qualification:

  • Graduate in Commerce, Finance, Marketing, Business Administration or a related field.
  • MBA/PGDM in Finance or Marketing will be an added advantage.

Experience:

  • 1–3 years of experience in equity, stock broking, mutual funds, financial services, banking or financial-product marketing preferred.
  • Freshers with strong communication skills and knowledge of the stock market may also be considered.

Required Skills

  • Good knowledge of Equity/Mutual Fund and basic financial products.
  • Strong communication and interpersonal skills.
  • Good client relationship and business-development skills.
  • Ability to generate leads and convert prospects into clients.
  • Target-oriented and self-motivated approach.
  • Basic knowledge of MS Excel, email and other office applications.
  • Ability to work independently as well as with a team.

What We Offer

  • Salary: ₹3,00,000 per annum (Negotiable)
  • Attractive Sales Based incentive structure based on performance
  • Career growth opportunities.
  • Professional working environment.
  • Training and development support.

Preferred Candidate

Candidates having experience with stock broking, equity sales, mutual funds, financial products, client acquisition, relationship management or financial-services marketing are encouraged to apply.

Interested candidates may share their updated CV/resume along with relevant experience and current/expected salary.

Key skills

Preferred

Product Marketing

Soft skills

Communication

Job market insights

₹3.8L – ₹10L advertised yearly salary for PR, Advertising & Marketing Jobs in India (middle half of 593 posts that show a salary; median ₹5.5L)
65 more open jobs at Recex

Hiring most for PR, Advertising & Marketing Jobs in Kolkata

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From live job posts on CoreHRx, updated 12 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.

Questions about this job

What is the salary for this Marketing Personnel & Equity -Mutual Fund job?

The post states ₹4–4.2 LPA.

How much experience does this job need?

The post asks for 1–3 Yrs experience.

Where is this job based?

In Kolkata.

What kind of job is this?

It is a full time job.

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