Job Description

Key Responsibilities:

- Drive mutual fund sales through client interactions and portfolio recommendations.

- Generate leads through existing client base and market outreach.

- Conduct risk profiling and suggest suitable MF schemes.

- Coordinate with operations for purchase, redemption, and SIP setup.

- Maintain sales pipeline, track targets, and report progress.

- Ensure compliance with SEBI & AMFI norms.

Basic Requirements:

- Bachelor's degree in Finance/Business/Commerce or related field.

- Strong communication and client-handling skills.

- Basic understanding of financial products and compliance norms.

- Proficiency in MS Office & CRM tools.

- Target-driven mindset with attention to detail

Job Types: Full-time, Permanent

Pay: ?30,000.00 - ?35,000.00 per month

Work Location: In person