Department
Mutual Fund Investment Services
No. of openings
2
Location
bhopal
Qualification
Graduate in Commerce / Finance / Business Administration NISM Mutual Fund Distributor Certification
Experience
1 to 3 years in Mutual Fund sales or advisory Freshers with strong communication & NISM certifica
Responsibilities
Identify potential clients for mutual fund investment
Conduct meetings with new and existing clients to explain MF products
Recommend suitable mutual fund schemes based on client profiles
Assist clients with onboarding, KYC, and investment process
Achieve monthly sales targets and report to the branch head
Stay updated with AMC offerings, product changes, and market news
Organize financial awareness camps/seminars/webinars
Personality Traits
Excellent communication and interpersonal skills Goal-oriented and self-motivated Confident, trustworthy, and proactive Strong client handling and relationship-building skills
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