Identify and acquire new clients for Mutual Fund investments (Retail, HNI, Corporate).
Conduct investor meetings, explain MF schemes, SIP benefits, and asset allocation.
Maintain relationships with existing clients to ensure continued investments.
Generate leads through cold calls, social media campaigns, and referral networks.
Assist in organizing investor awareness programs and financial education sessions.
Regularly report sales performance, AUM growth, and SIP additions to management.
Coordinate with AMC representatives for product updates and promotional campaigns.
Job Types: Full-time, Freelance
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Work Location: In person
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