Job Description

Other Specialized
Location: Danapith, Rajkot
Education: Any Graduate
Experience: 1 Year
Salary: 15000 - 20000
Details:
Job Code : EB - A1398
Time : 10:00 To 7:00
Gender : Male / Female
Industry Type : Financial Agency
Key Responsibilities:
Acquire new clients and generate leads for mutual fund investments through various channels (walk-ins, referrals, cold calls, etc.).
Understand clients' financial goals and risk appetite to recommend suitable mutual fund schemes.
Assist clients with onboarding, KYC compliance, and investment transactions.
Monitor and manage client portfolios and provide regular updates or rebalancing advice.
Ensure all transactions and documentation comply with regulatory requirements (SEBI, AMFI).
Coordinate with AMC representatives and internal departments for seamless service delivery.
Achieve monthly sales and revenue targets for mutual fund distribution.
Organize or participate in investor awareness programs and financial literacy events.
Notes:

Skills Required